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Description

When it comes to paying for college, there’s a lot to consider by way of savings programs. In this episode, I welcome my first podcast guest, Phil Maliniak, my business partner and financial advisor with our independent firm, Wealth Avenue. Phil, a father of two, reviews 529 plans, Coverdell ESAs (education savings accounts), UGMA and UTMA accounts, permanent life insurance policies, as well as a few other investment considerations.