140: Family Planning with CFP® Matt Kweller

On today’s show I chat with CFP® Matt Kweller about financial steps for expecting parents and parents with newborns.   Topics: ⭐️ Cash flow ⭐️ Education costs ⭐️ Family money values  ⭐️ Life & disability insurance ⭐️ Wills and Estate Planning ⭐️ Health Insurance and Employee Benefits   Financial Checklist for Expecting Parents: https://www.patreon.com/artisticfinance   Quicklinks - Book Club - Newsletter: https://linktr.ee/artisticfinance   Matt Kweller - LinkedIn: https://www.linkedin.com/in/matthewkweller/   Trust and Will: https://trustandwill.com/   Checklist for Expecting Parents: https://www.parents.com/pregnancy/considering-baby/financing-family/a-nine-month-plan-for-getting-your-familys-finances-in-order-pre-baby/   To Get 529 Tax Deductions in NYS https://www.nysaves.org/   529 State Deductions: https://www.savingforcollege.com/article/how-much-is-your-state-s-529-plan-tax-deduction-really-worth   Life Insurance Calculator: https://lifehappens.org/   College Savings Planner: https://vanguard.wealthmsi.com/csp.php   Budget Planner:  https://www.nerdwallet.com/article/finance/budget-worksheet?trk=nw_gn_5.0   Life Insurance Episode:  https://www.youtube.com/watch?v=CjexH-xAFK8&ab_channel=ArtisticFinance   The Ultimate Guide to Finding A Financial Planner: https://www.youtube.com/watch?v=iFEkgeQMYtk&ab_channel=ArtisticFinance   The Ultimate Guide to Finding A Financial Planner - Part 2:  https://www.youtube.com/watch?v=ALwy55eZlTM&t=12s&ab_channel=ArtisticFinance   Instagram Handles: @mattkweller @ethansteimel @artisticfinance