EPISODE · Dec 18, 2018 · 1H 18M
612-Q&A: Pay Off Debt or Invest, 529 Plan Optimization, Financial Planning Fees, Tax Issues, College Planning
2:00 - Should we pay off our mortgage or invest? 9:50 - Should I put more money into one of my child's 529 plans in order to help them on their financial aid calculations? 18:30 - Should a retiree in her 60s pay 1.7% as a financial planning fee? 47:20 - How should we unravel the tax situation for a house that I live in but don't own? 1:13:00 - What college financial planning organization should I choose?
NOW PLAYING
612-Q&A: Pay Off Debt or Invest, 529 Plan Optimization, Financial Planning Fees, Tax Issues, College Planning
No transcript for this episode yet
Similar Episodes
Apr 21, 2026 ·13m
Apr 19, 2026 ·16m
Apr 17, 2026 ·13m
Apr 13, 2026 ·11m
Apr 11, 2026 ·16m