#360: I’m worried my parents are getting ripped off by their financial advisor. What should I do?My wife is trying to qualify for student loan forgiveness … but we might lose a bunch of tax benefits in the process. Is it worth the risk?I’m enrolling in grad school, and I want to optimize how to pay for rent and groceries. Should I use money from a 529 plan?T ... Show More
Oct 20
Q&A: $1 Million Invested, $100K a Year to Live On. Do We Ever Need to Save Again?
#760: A couple in their late 30s and early 40s with $1 million invested may never need to save another dollar for retirement, because left alone, that money could grow to about $4 million. The harder question isn't the money. It's which of them keeps working to carry the family's ... Show More
57m 40s
Oct 16
My Bank Account Hit Zero ... Then I Got Rich -- with Jaspreet Singh of Minority Mindset
#759: At 19, Jaspreet Singh bought a rental for $8,000. What followed was a nightmare tenant, a lawsuit, and a later house stripped of its copper, and it taught him what the real estate books leave out. Jaspreet is the founder of Minority Mindset, a personal finance YouTube chann ... Show More
1h 39m
Oct 2023
127. “Our financial advisor almost cost us $800k. How do we fire them?”
Jeff is 50, he’s a specialized surgeon. Susan is 48, she stays at home with their two kids. Their discretionary spending has grown over the years, ballooning at an uncontrollable rate. But their biggest issue is that they’re being taken advantage of by a percentage-based financia ... Show More
1h 24m