How to Strategically Plan for College Costs (Ep.99)
How do you ensure your child’s education savings strategy is truly future-proof?
Join Iván Watanabe and Evan Wohl as they dive into education funding strategies beyond the one-size-fits-all solutions. This episode lends insights into using various financial vehicles like 529 plans, UTMA accounts, and whole life insurance, while evaluating their pros and cons.
Iván and Evan discuss:
- The significance of a flexible strategy over a singular financial product [00:05:00]
- Comparisons of common education savings accounts, like 529 plans and UTMA accounts [00:18:30]
- How to leverage whole life insurance for educational funding [00:25:00]
- The importance of maintaining options and controlling opportunity costs [00:30:15]
- And more
Connect with Iván Watanabe:
- Opus Private Client, LLC
- iwatanabe@opus-pc.com
- LinkedIn: Iván Watanabe
- YouTube: OPUS Private Client, LLC
Connect with Evan Wohl:
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