meta_pixel
Tapesearch Logo
Log in
Money Guy Show

Ways to Tackle Education Planning as Life Happens

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.62.8K Ratings

🗓️ 7 April 2017

⏱️ 42 minutes

🧾️ Download transcript

Summary

Ways to Tackle Education Planning When Life Happens
In this week's episode of The Money Guy Show, we talk about all the ways you can plan for your child's education and which tools will be most flexible for you no matter what path your child takes.

Transcript

Click on a timestamp to play from that location

0:00.0

It's been close to two and a half years since we talked about education planning, but I didn't want to do the same type of education planning podcast.

0:07.2

Decided, let's put this thing up on its head. Let's talk about what happens when life really happens.

0:12.2

Tune in today and we're going to load you up. What happens to college planning when life happens?

0:16.7

It's Brian Preston, the money guy. Restoring order to your financial chaos. Retirement. Investing. Taxing.

0:25.6

You've got financial questions. He's got financial answers. It's Brian Preston, the money guy.

0:32.3

But when you've been doing something for 11 years, you don't want to repeat.

0:38.5

You know, that's the thing. I like to stay excited about the constant learning and knowledge that we're obtaining from doing research for the money guys show.

0:47.6

We've done other 529 podcasts or college savings podcasts, but guys, don't worry. If you're like, I don't want to, I just go and I know how to do a Google search.

0:59.7

I don't need these guys to tell me how to shop for a 529. This is going to be better than that.

1:04.6

We are going to load you up with all the basics. If you're a parent, maybe you've got a child on the way.

1:11.3

It seems like here it's something in the water here at a bound wealth. There's lots of pregnancy here at the firm.

1:17.4

But there's something like that's going on. You still get the basics, but we're going to come back and I actually want to load you up on real world examples of what happens when life happens.

1:29.0

So hang out with us and I don't think you'll be disappointed with this topic whatsoever.

1:35.3

By the way, if you just climbed out from that rock, you haven't been hanging out with financial podcasts and don't know who we are.

1:41.3

This is the money guys show. I'm your host Brian Preston. Sitting across from me is Mr. Bo Hanson.

1:46.7

We've been doing fee only wealth management for decades now. We reach clients in 35 states all because you great listeners have realized I've graduated to the point.

1:59.5

I'd love to have somebody like Brian and Bo and the rest of the team on my side. We appreciate you guys kind of taking it to the next level.

2:07.2

We've really believe in this passion project that the more successful we make you by just loading you up with as much free advice.

2:15.6

It will come around and we have yet to be disappointed by that.

2:19.7

What I think is so exciting about today's show, Brian, is that times they are a change in.

2:25.3

The common thought about college and how you plan for it and just the normal trajectory of what made sense for every single person is kind of change a little bit.

2:35.2

I think what's unique about this show is we're going to talk about some of the alternative paths that maybe you don't always get mentioned when you talk about planning after high school.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.