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Ask Paula: Is Mom Getting Ripped Off by Her Investment Advisor?!
Manage episode 391880451 series 115702
#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!
P.S. Got a question? Leave it at https://affordanything.com/voicemail
For more information, visit the show notes at https://affordanything.com/episode479
Learn more about your ad choices. Visit podcastchoices.com/adchoices
564 episodes
Manage episode 391880451 series 115702
#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!
P.S. Got a question? Leave it at https://affordanything.com/voicemail
For more information, visit the show notes at https://affordanything.com/episode479
Learn more about your ad choices. Visit podcastchoices.com/adchoices
564 episodes
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