612-Q&A: Pay Off Debt or Invest, 529 Plan Optimization, Financial Planning Fees, Tax Issues, College Planning
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
December 18, 20181h 18m
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Show Notes
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?