Get three months of gusto for free at gusto dot com slash paula. If you're ready to experience a new bar for h r, get three months free at gustoslashpaula.com. These are all various types of vessels that hold assets and liabilities in different accounts. And each vessel is separate from the other so we can't talk about them together. This week's final question comes from lucia who wants to know if she should move her savings into a five 29 plan or not.
#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