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İçerik Artistic Finance tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Artistic Finance veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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140: Family Planning with CFP® Matt Kweller

1:02:49
 
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Manage episode 359710976 series 2763596
İçerik Artistic Finance tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Artistic Finance veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

On today’s show I chat with CFP® Matt Kweller about financial steps for expecting parents and parents with newborns.

Topics:

⭐️ Cash flow

⭐️ Education costs

⭐️ Family money values

⭐️ Life & disability insurance

⭐️ Wills and Estate Planning

⭐️ Health Insurance and Employee Benefits

Financial Checklist for Expecting Parents:

https://www.patreon.com/artisticfinance

Quicklinks - Book Club - Newsletter:

https://linktr.ee/artisticfinance

Matt Kweller - LinkedIn:

https://www.linkedin.com/in/matthewkweller/

Trust and Will:

https://trustandwill.com/

Checklist for Expecting Parents:

https://www.parents.com/pregnancy/considering-baby/financing-family/a-nine-month-plan-for-getting-your-familys-finances-in-order-pre-baby/

To Get 529 Tax Deductions in NYS

https://www.nysaves.org/

529 State Deductions:

https://www.savingforcollege.com/article/how-much-is-your-state-s-529-plan-tax-deduction-really-worth

Life Insurance Calculator:

https://lifehappens.org/

College Savings Planner:

https://vanguard.wealthmsi.com/csp.php

Budget Planner:

https://www.nerdwallet.com/article/finance/budget-worksheet?trk=nw_gn_5.0

Life Insurance Episode:

https://www.youtube.com/watch?v=CjexH-xAFK8&ab_channel=ArtisticFinance

The Ultimate Guide to Finding A Financial Planner:

https://www.youtube.com/watch?v=iFEkgeQMYtk&ab_channel=ArtisticFinance

The Ultimate Guide to Finding A Financial Planner - Part 2:

https://www.youtube.com/watch?v=ALwy55eZlTM&t=12s&ab_channel=ArtisticFinance

Instagram Handles:

@mattkweller

@ethansteimel

@artisticfinance

  continue reading

185 bölüm

Artwork
iconPaylaş
 
Manage episode 359710976 series 2763596
İçerik Artistic Finance tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Artistic Finance veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

On today’s show I chat with CFP® Matt Kweller about financial steps for expecting parents and parents with newborns.

Topics:

⭐️ Cash flow

⭐️ Education costs

⭐️ Family money values

⭐️ Life & disability insurance

⭐️ Wills and Estate Planning

⭐️ Health Insurance and Employee Benefits

Financial Checklist for Expecting Parents:

https://www.patreon.com/artisticfinance

Quicklinks - Book Club - Newsletter:

https://linktr.ee/artisticfinance

Matt Kweller - LinkedIn:

https://www.linkedin.com/in/matthewkweller/

Trust and Will:

https://trustandwill.com/

Checklist for Expecting Parents:

https://www.parents.com/pregnancy/considering-baby/financing-family/a-nine-month-plan-for-getting-your-familys-finances-in-order-pre-baby/

To Get 529 Tax Deductions in NYS

https://www.nysaves.org/

529 State Deductions:

https://www.savingforcollege.com/article/how-much-is-your-state-s-529-plan-tax-deduction-really-worth

Life Insurance Calculator:

https://lifehappens.org/

College Savings Planner:

https://vanguard.wealthmsi.com/csp.php

Budget Planner:

https://www.nerdwallet.com/article/finance/budget-worksheet?trk=nw_gn_5.0

Life Insurance Episode:

https://www.youtube.com/watch?v=CjexH-xAFK8&ab_channel=ArtisticFinance

The Ultimate Guide to Finding A Financial Planner:

https://www.youtube.com/watch?v=iFEkgeQMYtk&ab_channel=ArtisticFinance

The Ultimate Guide to Finding A Financial Planner - Part 2:

https://www.youtube.com/watch?v=ALwy55eZlTM&t=12s&ab_channel=ArtisticFinance

Instagram Handles:

@mattkweller

@ethansteimel

@artisticfinance

  continue reading

185 bölüm

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