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Ask Paula: Is Mom Getting Ripped Off by Her Investment Advisor?!
Episode 479

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

Afford Anything | Make Smart Money Choices · Paula Pant, Personal Finance Expert | Cumulus Podcast Network

December 27, 20231h 10m

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Show Notes

#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!


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