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A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing College Savings. We go in depth answering some of the basics of how to save for college and some of the things that should be considered when deciding which savings plan to pursue. Later in the podcast we dive deeper into more specific questions that cover what are the best savings plans, how the money can be spent by the beneficiary, what happens if the beneficiary doesn't attend college, how much needs to be saved, where to get a college savings plan, and how you should allocate your holdings in a college savings plan.
By Parrott Wealth ManagementA view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing College Savings. We go in depth answering some of the basics of how to save for college and some of the things that should be considered when deciding which savings plan to pursue. Later in the podcast we dive deeper into more specific questions that cover what are the best savings plans, how the money can be spent by the beneficiary, what happens if the beneficiary doesn't attend college, how much needs to be saved, where to get a college savings plan, and how you should allocate your holdings in a college savings plan.