The Education of a Financial Planner: A Primer on College Saving and Planning

from Excess Returns · host Excess Returns

We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clients and have realized how much there is to learn in the area. So we decided to create a podcast to document our learning journey and bring in experienced planner Matt Zeigler to teach us. In the second episode, we take a detailed look at college planning and saving. This will be the final episode we will put in the Excess Returns feed. If you would like to continue to receive episodes going forward, please click the links below to subscribe on each of the major podcast platforms. We hope you enjoy the new podcast. If you have any feedback, please email us at [email protected]. Apple Podcasts https://podcasts.apple.com/us/podcast/the-education-of-a-financial-planner/id1670513515 Spotify https://open.spotify.com/show/1gq3okDGRwCha1vgdCFlbQ  Google Podcasts https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kOWY2ZTg1MC9wb2RjYXN0L3Jzcw  Other Podcast Platforms  https://anchor.fm/education-financial-plan

What this episode covers

We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clients and have realized how much there is to learn in the area. So we decided to create a podcast to document our learning journey and bring in experienced planner Matt Zeigler to teach us. In the second episode, we take a detailed look at college planning and saving. This will be the final episode we will put in the Excess Returns feed. If you would like to continue to receive episodes going forward, please click the links below to subscribe on each of the major podcast platforms. We hope you enjoy the new podcast. If you have any feedback, please email us at [email protected]. Apple Podcasts https://podcasts.apple.com/us/podcast/the-education-of-a-financial-planner/id1670513515 Spotify https://open.spotify.com/show/1gq3okDGRwCha1vgdCFlbQ Google Podcasts https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kOWY2ZTg1MC9wb2RjYXN0L3Jzcw Other Podcast Platforms https://anchor.fm/education-financial-plan

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The Education of a Financial Planner: A Primer on College Saving and Planning

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This episode was published on March 6, 2023.

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