A Primer on College Planning and Saving

from Two Quants and a Financial Planner · host Excess Returns

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/

Episode metadata supplied by the publisher feed · Published Mar 6, 2023

Embed this episode

Attribution link and audio player

NOW PLAYING

A Primer on College Planning and Saving

0:00 27:09

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Two Quants and a Financial Planner?

This episode is 27 minutes long.

When was this Two Quants and a Financial Planner episode published?

This episode was published on March 6, 2023.

Can I download this Two Quants and a Financial Planner episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!