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Ep 11: Mailbag – Can I Justify Paying for a Private College?
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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?
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Website: https://theaudibleadvisor.com/
Phone: (727) 754-8418
Email: svassilakos@athenianpcg.com
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