Rich Habits Podcast 72: Financial Checklist for Parents (Current & Future)
6 snips
Jul 8, 2024 A financial checklist for parents is discussed, emphasizing the importance of early planning for children's financial future. Topics include custodial brokerage accounts, 529 plans, high-yield savings, and managing expenses. Strategies for maximizing savings, retirement planning, and investing in the S&P 500 are also covered.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Financial Planning Checklist for New Parents
02:20 • 13min
Financial Planning for Parents and Utilizing a 529 Plan
14:52 • 10min
Financial Planning for Parents
24:40 • 5min
Financial Checklist for Parents
29:42 • 5min
Maximizing Savings and Retirement Planning Strategies
34:40 • 5min
Investing in the S&P 500 and Promoting a Free Webinar on Angel Investing
39:33 • 3min