How to Strategically Plan for College Costs (Ep.99)

How do you ensure your child’s education savings strategy is truly future-proof? Join Iván Watanabe and Evan Wohl as they dive into education funding strategies beyond the one-size-fits-all solutions. This episode lends insights into using various financial vehicles like 529 plans, UTMA accounts, and whole life insurance, while evaluating their pros and cons. Iván and Evan discuss: The significance of a flexible strategy over a singular financial product [00:05:00] Comparisons of common education savings accounts, like 529 plans and UTMA accounts [00:18:30] How to leverage whole life insurance for educational funding [00:25:00] The importance of maintaining options and controlling opportunity costs [00:30:15] And more Connect with Iván Watanabe: Opus Private Client, LLC [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC [email protected] LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC

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This episode was published on April 14, 2025.

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