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