Retirement PlanningPodcastEpisode 11

Mailbag – Can I Justify Paying for a Private College?

Spiros Vassilakos · CEO & Private Wealth Advisor

Tracy wrote in wondering how an advisor like Spiros could help her as she becomes 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.

What We Discuss Today:

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?

Quotable Moment:

“Investing early and staying invested, you’re going to take advantage of the compound effect.” – Spiros Vassilakos”

This piece is adapted from The Audible Advisor, hosted by Spiros Vassilakos. It is educational in nature and is not individualized investment, tax, or legal advice.

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