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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
176 episodes
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
176 episodes
All episodes
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