In this chapter, the speakers discuss the importance of purchasing gift cards directly from retailers, prepaying property taxes, and the controversy surrounding the ethics of financial aid. They also touch upon scholarships and financial aid for college, advising on efficient application strategies and the distribution of financial aid over time.
#479: Nicole’s 78-year-old mom is paying huge fees for low returns. How can Nicole help her mom make better investments?
Paul is a single dad, worried about paying his daughter’s college costs. He’s trying to figure out how to report lower income on the FAFSA, so that his daughter can get better financial aid.
Nick is in his 40’s. His long-term care insurance rate is nearly doubling. Should he stop spending on this type of insurance?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
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