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Ep 11: Mailbag – Can I Justify Paying for a Private College?

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Manage episode 329131886 series 3303227
内容由Spiros Vassilakos提供。所有播客内容(包括剧集、图形和播客描述)均由 Spiros Vassilakos 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

We are opening up the mailbag today to answer some of our listener’s questions about various financial and retirement topics. Kenneth’s daughter wants to go to a private college, can he justify the large tuition bill? You need to consider the fees, rent, and books you’ll also have to pay for but there are a few options out there you can consider.

Tracy wrote in wondering how an advisor like Spiros could help her as she is emotional about finances. We focus a lot on behavioral finance and make sure our clients are prepared with a robust plan. Join us today as we explore these questions and more on CDs, life insurance payouts, and convincing spouses to retire.

Key Points:
0:40 –
Getting ready for the summer

1:56 – Can I justify paying for a private college?

4:00 – Should I budget before meeting with an advisor?

5:00 – I am emotional about money; how can you help me?

9:37 – How much money in the bank is too much?

11:11 – What should I do with a life insurance payout?

14:27 – How can I convince my husband to retire?

Get Additional Information:
https://theaudibleadvisor.com/

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

  continue reading

32集单集

Artwork
icon分享
 
Manage episode 329131886 series 3303227
内容由Spiros Vassilakos提供。所有播客内容(包括剧集、图形和播客描述)均由 Spiros Vassilakos 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

We are opening up the mailbag today to answer some of our listener’s questions about various financial and retirement topics. Kenneth’s daughter wants to go to a private college, can he justify the large tuition bill? You need to consider the fees, rent, and books you’ll also have to pay for but there are a few options out there you can consider.

Tracy wrote in wondering how an advisor like Spiros could help her as she is emotional about finances. We focus a lot on behavioral finance and make sure our clients are prepared with a robust plan. Join us today as we explore these questions and more on CDs, life insurance payouts, and convincing spouses to retire.

Key Points:
0:40 –
Getting ready for the summer

1:56 – Can I justify paying for a private college?

4:00 – Should I budget before meeting with an advisor?

5:00 – I am emotional about money; how can you help me?

9:37 – How much money in the bank is too much?

11:11 – What should I do with a life insurance payout?

14:27 – How can I convince my husband to retire?

Get Additional Information:
https://theaudibleadvisor.com/

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

  continue reading

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