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

Share This:

Share on facebook
Share on twitter
Share on linkedin
Share on pinterest

Related Posts:

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

Did you this episode? Let us know.

Got a Question? Send it on over.

subscribe

Want updates when a new podcast is up?

Join our email list and be the first to know when a new episode is up. We’ll also send you info on event, tips, and resources that you’ll only get by being on the list. So what are you waiting for?

Leave a Reply

Your email address will not be published. Required fields are marked *

Meet the Hosts

Mandi Woodruff, personal finance expert & journalist  and Tiffany “The Budgetnista” Aliche, an award-winning financial educator and author of the New York Times bestseller “Get Good With Money.”

Follow Along