Ep 264 – Planning Your Kids’ Financial Futures w/Helen Ngo

BA Fam, this week we’re super excited to bring you another great interview. One of our financial favs Helen Ngo is back to talk to us about how we plan finances for our kids. We’ll talk about:

• The difference between tactics and strategy when planning for your kids financial future (21:50)
• Why is college the first (and sometimes only) thing we think about when planning for our kids’ financial future? (24:40)
• A few alternatives to the ever popular (and overhyped?) 529 plan (32:40)
• When is the right time to start? (41:41)

Check out the links below for more:

Investopedia’s Complete Guide to 529 Plans

What Is a Roth IRA?

How Do UTMA Accounts Work?

Capital Benchmark Partners

The National Association of Personal Financial Advisors

Fee Only Network

XY Planning Network

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