Welcome back to another episode of the Itasca Insights Podcast presented by Itasca Bank & Trust Co. In today's episode, host Scott LaMorte is joined by Kyle Butson, a certified wealth manager with LPL Financial located at Itasca Bank & Trust Co.
Kyle Butson stands apart as a specialized financial advisor with a focus on long-term investments and retirement planning. With over half a decade of experience in the field, he is a certified retirement plan fiduciary who assists employers in making informed decisions about employee retirement plans.
This episode dives deep into balancing college savings without jeopardizing your retirement finances. Kyle provides invaluable advice on how to make the most of college savings growth, the advantages of using a 529 plan, and effective approaches to the financial aid application process.
https://www.itascabank.com/
Información
- Programa
- FrecuenciaCada dos meses
- Publicado20 de septiembre de 2023, 21:34 UTC
- Duración33 min
- Temporada1
- Episodio13
- ClasificaciónApto