Ask Paula: I’m Worried My Parents Are Getting Ripped Off By Their Financial Advisor … Help!
Episode Ep 360 55 min 49s

Ask Paula: I’m Worried My Parents Are Getting Ripped Off By Their Financial Advisor … Help!

#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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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