

Ask Paula: Is Mom Getting Ripped Off by Her Investment Advisor?!
10 snips Dec 27, 2023
Nicole worries about her mom's investments; Paul wants to lower his income for financial aid; Nick considers long-term care insurance rates. Former financial planner Joe Saul-Sehy and Paula tackle these topics in today's episode.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Planning for RMDs and Asset Allocation
01:59 • 11min
Assessing the Performance of a Mom's Investment Portfolio
12:32 • 21min
Addressing Long-Term Care Insurance Concerns
33:16 • 5min
Options for Long-Term Care Insurance
37:56 • 23min
Gift Card Purchases, Mortgage Payments, and Ethics of Financial Aid
01:00:44 • 7min
Discussion on Podcast Length and Extended Interview with Tiffany Leachay
01:08:02 • 2min