Tony Steak

In this discussion, college planning expert Tony Steak shares his insights on crafting investment strategies for children's education. The conversation covers essential topics such as building an income-producing portfolio and the pros and cons of different investment options like ETFs and 529 plans. They also tackle the importance of choosing the right financial advisor and understanding the advisor-investor dynamic, especially during tough market times. Steak emphasizes strategic planning to secure children's financial futures while navigating gifting and investment processes.