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Rich Habits Podcast
72: Financial Checklist for Parents (Current & Future)
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.
42:19
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- Establish a 10-point financial checklist for parents to ensure generational wealth.
- Secure financial stability for your family by obtaining term life insurance policies and creating wills.
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