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EP 103: College Savings Plans

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Manage episode 282607024 series 2379356
Content provided by NIck Hopwood, CFP, NIck Hopwood, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NIck Hopwood, CFP, NIck Hopwood, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management discuss college savings plans for families to better identify available routes to take for their children. Nick and Jim dive in on ways to fund college, why we should put money into a 529 savings account, and how we can create educational legacies.

Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Confidence. www.peakwm.com

  continue reading

100 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on February 15, 2022 12:29 (2y ago). Last successful fetch was on November 30, 2021 09:07 (2+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 282607024 series 2379356
Content provided by NIck Hopwood, CFP, NIck Hopwood, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NIck Hopwood, CFP, NIck Hopwood, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management discuss college savings plans for families to better identify available routes to take for their children. Nick and Jim dive in on ways to fund college, why we should put money into a 529 savings account, and how we can create educational legacies.

Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Confidence. www.peakwm.com

  continue reading

100 episodes

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