As parents, we want to set our kids up for success. We want them to teach them how to be wonderful humans and responsible citizens with careers they enjoy and lives they love. We want to provide our children excellent educations, whether that involves college or trade school, and be able to successfully join the workforce as they become adults. But how do we do this? Saving for college can be an overwhelming thought.
Beyond education, many parents also want to provide a nest egg for their children that can be used for weddings, mortgage down payments, starting a business or more.
How do we set our children up for financial success? My financial guru, Sarah Miller, is back to answer all these questions and more. In today’s episode, Sarah and I discuss teaching your children about money and finances starting at a very early age. We also get into the details of investing vehicles, including 529s, UTMAs, UGMAs, and taxable brokerage accounts.
Sarah is a personal finance nerd who learned about finances and investing from an early age from her father and grandfather, who both spent their careers in the corporate finance world. As an adult, Sarah immersed herself in the personal finance and FIRE spheres, learning from top experts. Sarah is my personal go-to for all financial questions, and she’s here to share her knowledge with all of you!
SPONSORS 🏆
TELEHEALTH RECRUITING WITH BRI REITZNER :
EMAIL: BRIREITZNER@GMAIL.COM
TEXT: 417-616-1972
CONNECT WITH SARAH 👫
Email: sjmvirtualsolutions@gmail.com
LinkedIn: linkedin.com/in/sarah-miller-pa-va/
RESOURCES 📚
Previous episodes in Back to Basics Money Series:
283: Back to Basics: Meet Sarah
287: Back to Basics: What Actually IS Investing?
290: Back to Basics: Traditional versus Roth - What’s the Difference?
293: Back to Basics: The Best Investments for Long-Term Success
296: Back to Basics: How Much Money Do I Need to Retire?
311: Back to Basics: Short-, Medium-, and Long-Term Savings Goals
529 Comparison:
Choosing the Best 529 College Savings Plan for Your Family
How to Pay for College Episode:
259: How to Pay for College (And Still Be Able to Retire) with Ann Garcia
COACHING 🎓
THE PART-TIME PATHWAY
https://www.tracybingaman.com/pathway
FREE 30-MINUTE COACHING CONSULT https://calendly.com/the-pa-is-in/gen-call
1-ON-1 NEGOTIATION CONSULT https://calendly.com/the-pa-is-in/negotiate
CONNECT WITH TRACY 🤝
LINKEDIN https://www.linkedin.com/in/tracybingaman/
INSTAGRAM https://www.instagram.com/mrstracybingaman/
WEBSITE https://www.tracybingaman.com
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