119: What Your Financial Advisor Won’t Tell You
Rich Habits Podcast
Navigating College Fund Strategies and Tax Efficiencies
This chapter explores tax-efficient methods for managing a significant monetary gift designated for children's college funds. The speakers emphasize the use of the annual gift tax exclusion and 529 accounts, along with strategies for optimizing investment returns.
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In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz uncover the secrets of Financial Advisors, specifically, what they don't tell you!
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Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 12/19/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.
Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”). Endorser is not a client of Masterworks.
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