27 min

A Primer on College Planning and Saving Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

    • Investing

In this episode, we take a detailed look at the options available to save and invest for college. We discuss 529 plans, UTMAs and UGMAs and non-traditional approaches. We also discuss financial aid, grandparent 529s and a lot more.

We hope you enjoy the discussion.

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https://www.validea.com/the-education-of-a-financial-planner-podcast

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https://www.valideacapital.com

FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS

https://sunpointeinvestments.com/

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FOLLOW JUSTIN

Twitter: https://twitter.com/jjcarbonneau

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FOLLOW MATT

Twitter: https://twitter.com/cultishcreative

LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/

In this episode, we take a detailed look at the options available to save and invest for college. We discuss 529 plans, UTMAs and UGMAs and non-traditional approaches. We also discuss financial aid, grandparent 529s and a lot more.

We hope you enjoy the discussion.

SEE LATEST EPISODES

https://www.validea.com/the-education-of-a-financial-planner-podcast

FIND OUT MORE ABOUT VALIDEA CAPITAL

https://www.valideacapital.com

FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS

https://sunpointeinvestments.com/

FOLLOW JACK

Twitter: https://twitter.com/practicalquant

LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN

Twitter: https://twitter.com/jjcarbonneau

LinkedIn: https://www.linkedin.com/in/jcarbonneau

FOLLOW MATT

Twitter: https://twitter.com/cultishcreative

LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/

27 min