Ask Paula: The Hidden Cost of Student Loan Forgiveness
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Insurance Plans and Fiduciary Status
The hosts discuss a listener's insurance strategy and the potential drawbacks and challenges associated with it. They explore the issue of verifying if someone is a fiduciary and share a cautionary tale about a financial advisor who claims multiple designations without holding any of them. They also touch on the topic of financial advisory fees and the importance of understanding the services and value received for the fee.
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