The First Flag I Had Wasn't Even Make Her List

4min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

joe hit paws as we were listening to the audio of your voice mail. An annuity is something that you invest in when youare really worried about your downside. The first flag i had didn't even make her list. And it was, she is a young investor with a medium to long time frame and looking for growth. It's interesting that she does want to protect it from fassa so that she may be able to receive financial aid.

#360: I’m worried my parents are getting ripped off by their financial advisor. What should I do?

My wife is trying to qualify for student loan forgiveness … but we might lose a bunch of tax benefits in the process. Is it worth the risk?

I’m enrolling in grad school, and I want to optimize how to pay for rent and groceries. Should I use money from a 529 plan?

Three callers. Three questions.

In today's episode, former financial planner Joe Saul-Sehy and I tackle these tough Q’s.

Enjoy!

Do you have a question on business, money, trade-offs, financial independence strategies, travel, or investing? Leave it here and we’ll answer them in a future episode.

Subscribe to the show notes at https://affordanything.com/shownotes

Learn more about your ad choices. Visit podcastchoices.com/adchoices