We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Ask Paula: Is Mom Getting Ripped Off by Her Investment Advisor?!

Ask Paula: Is Mom Getting Ripped Off by Her Investment Advisor?!

2023/12/27
logo of podcast Afford Anything

Afford Anything

Shownotes Transcript

#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)