Financial Plans for Grandkids

Money Wisdom

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7M ago 16:51

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Have you ever wondered how becoming a grandparent might change your perspective on money and legacy? The latest episode of the Money Wisdom podcast features Joel Johnson, CFP, who has recently become a grandfather for the second time. His insights into the financial planning world, coupled with his new role in the family, provide a unique and heartwarming perspective on managing wealth for future generations.

Here’s some of what we discuss in this episode:

What are some things Joel wants to do with his grandsons that he never thought doing with his sons.
The best approach for helping grandchildren with educational expenses and whether a 529 plan is the best route.
How do you approach your legacy plan when you have significant assets to pass along.
Situations where parents have ruined their kids with the way they’ve approached finances.

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