College saving and planning is a big part of the financial planning process. Popular options are reviewed: 529 savings plan, Coverdell ESA, and UTMA/UGMA.

wiserinvestor.com/blog

Everything 401k

Welcome to the Wiser Wealth Management Roundtable, where we believe the best financial advice should always be conflict free!  A weekly podcast hosted by Casey Smith, President of Wiser Wealth Management with cohosts Brad Lyons, CFP® and Matthews Barnett, CFP®, ChFC®, CLU®.