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    612-Q&A: Pay Off Debt or Invest, 529 Plan Optimization, Financial Planning Fees, Tax Issues, College Planning

    612-Q&A: Pay Off Debt or Invest, 529 Plan Optimization, Financial Planning Fees, Tax Issues, College Planning

    FromRadical Personal Finance

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    612-Q&A: Pay Off Debt or Invest, 529 Plan Optimization, Financial Planning Fees, Tax Issues, College Planning

    FromRadical Personal Finance

    ratings:
    Length:
    78 minutes
    Released:
    Dec 18, 2018
    Format:
    Podcast episode

    Description

    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?
    Released:
    Dec 18, 2018
    Format:
    Podcast episode

    Titles in the series (100)

    Joshua J Sheats, MSFS, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.