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December 18th, 2018

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

  1. 612-Q&A: Pay Off Debt or Invest, 529 Plan Optimization, Financial Planning Fees, Tax Issues, College Planning Joshua Sheats 1:18:21

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?

Joshua Sheats Teacher, Host, Broadcaster, Entrepreneur

Joshua J. Sheats, MSFS, is the world's leading authority on integrating lifestyle goals and money goals without conflict. He teaches normal people how to seamlessly connect the science of financial planning with the joy of goal achievement.

Joshua is dedicated to helping normal people achieve financial freedom by merging creative (and crazy) ideas from the world of personal finance with the academic integrity of formal financial planning. He simplifies complex money topics and makes boring financial mumbo-jumbo less boring.