CFO at Home

144. Saving for College and Retirement (at the same time)!


Listen Later

Saving for your kid's College education. Saving for your own retirement. Which should you do first? Which is more important? Do you really have to choose between one or the other? Or is there a way to work towards both goals simultaneously? That's the topic Vince discusses on this episode of CFO at Home with Dan Cieniewicz, Certified Financial Planner with Hyperion Financial. You can learn more about Dan and Hyperion Financial by going to hyperionfp.com

Key Topics:

(01:38) It's all about saving for college and retirement in that intersection

(08:12) College savings and retirement planning are foundational

(14:07) The 529 plan can be a great tax planning tool

(25:09) 401Ks and the IRAs

(33:01) Saving in a Roth IRA for college

Ways to contact/follow:

Contact the Host - [email protected]

...more
View all episodesView all episodes
Download on the App Store

CFO at HomeBy Vince Carter

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

29 ratings


More shows like CFO at Home

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,258 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

886 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,430 Listeners

The Table with Anthony ONeal by The Neatness Network

The Table with Anthony ONeal

2,050 Listeners

rich & REGULAR with Kiersten and Julien Saunders by rich & REGULAR

rich & REGULAR with Kiersten and Julien Saunders

471 Listeners