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140: Family Planning with CFP® Matt Kweller

1:02:49
 
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Manage episode 359710976 series 2763596
Content provided by Artistic Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Artistic Finance or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

On today’s show I chat with CFP® Matt Kweller about financial steps for expecting parents and parents with newborns.

Topics:

⭐️ Cash flow

⭐️ Education costs

⭐️ Family money values

⭐️ Life & disability insurance

⭐️ Wills and Estate Planning

⭐️ Health Insurance and Employee Benefits

Financial Checklist for Expecting Parents:

https://www.patreon.com/artisticfinance

Quicklinks - Book Club - Newsletter:

https://linktr.ee/artisticfinance

Matt Kweller - LinkedIn:

https://www.linkedin.com/in/matthewkweller/

Trust and Will:

https://trustandwill.com/

Checklist for Expecting Parents:

https://www.parents.com/pregnancy/considering-baby/financing-family/a-nine-month-plan-for-getting-your-familys-finances-in-order-pre-baby/

To Get 529 Tax Deductions in NYS

https://www.nysaves.org/

529 State Deductions:

https://www.savingforcollege.com/article/how-much-is-your-state-s-529-plan-tax-deduction-really-worth

Life Insurance Calculator:

https://lifehappens.org/

College Savings Planner:

https://vanguard.wealthmsi.com/csp.php

Budget Planner:

https://www.nerdwallet.com/article/finance/budget-worksheet?trk=nw_gn_5.0

Life Insurance Episode:

https://www.youtube.com/watch?v=CjexH-xAFK8&ab_channel=ArtisticFinance

The Ultimate Guide to Finding A Financial Planner:

https://www.youtube.com/watch?v=iFEkgeQMYtk&ab_channel=ArtisticFinance

The Ultimate Guide to Finding A Financial Planner - Part 2:

https://www.youtube.com/watch?v=ALwy55eZlTM&t=12s&ab_channel=ArtisticFinance

Instagram Handles:

@mattkweller

@ethansteimel

@artisticfinance

  continue reading

197 episoade

Artwork
iconDistribuie
 
Manage episode 359710976 series 2763596
Content provided by Artistic Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Artistic Finance or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

On today’s show I chat with CFP® Matt Kweller about financial steps for expecting parents and parents with newborns.

Topics:

⭐️ Cash flow

⭐️ Education costs

⭐️ Family money values

⭐️ Life & disability insurance

⭐️ Wills and Estate Planning

⭐️ Health Insurance and Employee Benefits

Financial Checklist for Expecting Parents:

https://www.patreon.com/artisticfinance

Quicklinks - Book Club - Newsletter:

https://linktr.ee/artisticfinance

Matt Kweller - LinkedIn:

https://www.linkedin.com/in/matthewkweller/

Trust and Will:

https://trustandwill.com/

Checklist for Expecting Parents:

https://www.parents.com/pregnancy/considering-baby/financing-family/a-nine-month-plan-for-getting-your-familys-finances-in-order-pre-baby/

To Get 529 Tax Deductions in NYS

https://www.nysaves.org/

529 State Deductions:

https://www.savingforcollege.com/article/how-much-is-your-state-s-529-plan-tax-deduction-really-worth

Life Insurance Calculator:

https://lifehappens.org/

College Savings Planner:

https://vanguard.wealthmsi.com/csp.php

Budget Planner:

https://www.nerdwallet.com/article/finance/budget-worksheet?trk=nw_gn_5.0

Life Insurance Episode:

https://www.youtube.com/watch?v=CjexH-xAFK8&ab_channel=ArtisticFinance

The Ultimate Guide to Finding A Financial Planner:

https://www.youtube.com/watch?v=iFEkgeQMYtk&ab_channel=ArtisticFinance

The Ultimate Guide to Finding A Financial Planner - Part 2:

https://www.youtube.com/watch?v=ALwy55eZlTM&t=12s&ab_channel=ArtisticFinance

Instagram Handles:

@mattkweller

@ethansteimel

@artisticfinance

  continue reading

197 episoade

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