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

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 back 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 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

SHARE THIS PODCAST

Facebook
Twitter
LinkedIn

HAVE A QUESTION?

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com