Excess Returns

The Education of a Financial Planner: A Primer on College Saving and Planning


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We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clients and have realized how much there is to learn in the area. So we decided to create a podcast to document our learning journey and bring in experienced planner Matt Zeigler to teach us.

In the second episode, we take a detailed look at college planning and saving. This will be the final episode we will put in the Excess Returns feed. If you would like to continue to receive episodes going forward, please click the links below to subscribe on each of the major podcast platforms.

We hope you enjoy the new podcast.

If you have any feedback, please email us at [email protected].

Apple Podcasts

https://podcasts.apple.com/us/podcast/the-education-of-a-financial-planner/id1670513515

Spotify

https://open.spotify.com/show/1gq3okDGRwCha1vgdCFlbQ 

Google Podcasts

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kOWY2ZTg1MC9wb2RjYXN0L3Jzcw 

Other Podcast Platforms

 https://anchor.fm/education-financial-plan

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