Player FM uygulamasıyla çevrimdışı Player FM !
140: Family Planning with CFP® Matt Kweller
Manage episode 359710976 series 2763596
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:
Checklist for Expecting Parents:
To Get 529 Tax Deductions in NYS
529 State Deductions:
Life Insurance Calculator:
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
185 bölüm
Manage episode 359710976 series 2763596
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:
Checklist for Expecting Parents:
To Get 529 Tax Deductions in NYS
529 State Deductions:
Life Insurance Calculator:
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
185 bölüm
كل الحلقات
×Player FM'e Hoş Geldiniz!
Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.