Aug 08 2023 16 mins 1
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In this episode, I'll take you through my journey and share why this topic is so close to my heart. Growing up without a financial safety net, I learned the hard way about the importance of investing. Now, I want to help others do it right from the get-go. I'll cover everything from 529 accounts and tax benefits to strategic investment approaches.
So if you're a parent, future parent, or even considering adoption like me, this episode is a must-listen. Let's secure our kids' financial future together! Don't forget to rate and review the podcast – your support means the world to me. See you in the episode!
Timestamps:
[00:30] Demystifying money and investing.
[03:20] Passion for Vanguard's 529 program.
[05:40] Setting up a 529 account.
[06:50] Tax-free transfer to child.
[08:10] Avoiding aggressive investing for kids.
[09:30] Excess 529 money to Roth IRA.
[10:40] Free financial bulletproof checklist.
[12:20] The power of time in investing.
[13:40] Rate and review the podcast.
[14:20] Making investing accessible for all.
[14:50] Helping future generations succeed financially.
[15:20] Investing for a brighter future.
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Instagram: @BetterWallet
TikTok: @BetterWallet
Twitter: @TheBetterWallet
YouTube: @BetterWallet
