Smart Retirement

Episode 29: Ways to have a more flexible College Savings plan - "Giving them the Gift of No Student Loans!"

August 4th, 2020  •  41 mins 32 secs  •  Download (57 MB)  •  Link with Timestamp

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In this episode Mike and Matt touch on the all the ways we can help our children, or our children’s children, save and prepare for the ever increasing cost of a College education. Matt touches on various types of College Savings plans (I bet you don’t know all of them), and he even presents a handy way that he helps clients design a more robust College Savings plan with Life insurance. Also, Mike walks us through the savvy ways to have your kids be the Landlord while they are in College…listen to some of the success cases he’s had in his College town, of San Luis Obispo, CA.