How can I set my child up for financial success?


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Mar 04 2024 45 mins   2

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, Senior Financial Advisor, and Michaela Dowdy, Financial Planning Associate, to talk about strategies for educating your children on money management, credit, investing, and saving to pave the way for their financial success.

Podcast Episodes Referenced:
-
Ep 168: Everything You Need to Know About 529 Plans

YouTube Video Referenced:
- Georgia Will Now Mandate Personal Finance Education in Schools

Blogs Referenced:
-
Should we use the 529 for private school or save it for college?
- Benefits of a Custodial Roth IRA for Your Kids
- Teaching Your Kids About Money

- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

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This podcast was produced by Wiser Wealth Management. Thanks for listening!