Ready to level up your financial planning game? This episode covers everything from retirement savings strategies to college funding essentials that every parent needs to know.
Discover critical 401k changes coming in 2026 that affect catch-up contributions for high earners over 50. If your income exceeds $145,000, your catch-up dollars must go into a Roth 401k - learn why you need to check with HR now before this tax advantage disappears.
Dive deep into college savings strategies including 529 plans versus taxable brokerage accounts, and learn the game-changing 2024 rule allowing $35,000 in unused 529 funds to transfer to a Roth IRA. Plus, get the golden rule: always prioritize retirement planning over college savings - you can't take out loans for retirement.
Get an insider's look at a real estate investment group and the lessons learned about wealth building through property investing. Learn why financial independence requires honest money conversations and strategic investment strategies.
Whether you're focused on saving money, building passive income, or creating a comprehensive personal finance roadmap, this episode delivers actionable money management tips for your journey to financial freedom.
Book a financial planning consultation to discuss your retirement goals and investment portfolio today.
