
Sign up to save your podcasts
Or


Investing for a child's education presents at least two challenges. First, we don't have a lot of time to save and invest. In most cases, we have 18 years, and in many cases, a lot less. Second, Once they graduate from high school, they need the money quickly over the next few years. In this way it's very different than retirement, where we plan to spend our nest egg over 30 years or more.
In this video, we are going to use Utah's excellent 529 plan as a framework on how to invest for a child's education. And a big thanks to a viewer named Dan who put together an awesome spreadsheet to help us.
Spreadsheet: https://docs.google.com/spreadsheets/...
Utah's 529 Plan: https://my529.org/
My Morningstar Course: https://www.youtube.com/watch?v=qRfRq...
By Rob Berger4.8
174174 ratings
Investing for a child's education presents at least two challenges. First, we don't have a lot of time to save and invest. In most cases, we have 18 years, and in many cases, a lot less. Second, Once they graduate from high school, they need the money quickly over the next few years. In this way it's very different than retirement, where we plan to spend our nest egg over 30 years or more.
In this video, we are going to use Utah's excellent 529 plan as a framework on how to invest for a child's education. And a big thanks to a viewer named Dan who put together an awesome spreadsheet to help us.
Spreadsheet: https://docs.google.com/spreadsheets/...
Utah's 529 Plan: https://my529.org/
My Morningstar Course: https://www.youtube.com/watch?v=qRfRq...

458 Listeners

800 Listeners

1,322 Listeners

518 Listeners

743 Listeners

534 Listeners

669 Listeners

196 Listeners

614 Listeners

898 Listeners

344 Listeners

803 Listeners

149 Listeners

843 Listeners

172 Listeners