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73. From Crayons to Pensions: Bryan Sarff’s Solutions to Family Financial Planning

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Innehåll tillhandahållet av Unlikely Housewives. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Unlikely Housewives eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Listen in as we sit down with Bryan Sarff of True Wealth Company, who brings his financial expertise back to the show, this time addressing the nerve-wracking topic of college preparation for our older kids. Grappling with the costs of higher education is no small feat, and with Bryan’s guidance, we dissect the often-overlooked conversations between spouses about educational expectations, and the real-world tools available to estimate future college expenses. We discuss the benefits and drawbacks of different savings methods like 529 plans and brokerage accounts, helping us navigate these waters so our children can set sail towards success without capsizing our retirement plans.

Couples often find themselves at crossroads when it comes to aligning their financial goals, a situation made trickier with children's education in the mix. Sarff invites us to peel back the layers of our money mindsets and align our investment strategies with our life goals. Through a financial therapy session of sorts, we unravel the four levels of thinking that can propel couples from financial friction to fiscal synergy. We also tackle the bumpy paths of financial planning, providing insights on how to handle the education cost conversations every family needs to have.

As our children edge toward adulthood, the conversation shifts to the essential legal and financial scaffolding they require. We dissect the legal documents that become vital once the kids hit 18, like healthcare proxies and powers of attorney. Bryan also illuminates the often-overlooked benefits of starting out at a community college and reveals how recent changes in FAFSA can impact your financial aid strategy. Whether you're considering a 529 plan or a brokerage account, Bryan’s expertise sheds light on the path to creating a solid financial foundation for your family's educational aspirations.

💙 To learn more about Bryan, please connect with him on LinkedIn

💙 To contact Bryan and schedule time with him, their office at (913) 653-8783 or reach out to his assistant, Emily, at Emily@RetireWithTrue.com

Sunlighten Sauna Sponsor: https://get.sunlighten.com/unlikely Save up to $600!

Seven Weeks Coffee: sevenweekscoffee.com Use promo code: UNLIKELYHOUSEWIVES for 10% off your first order

StoryButton use promo code FRIENDS10 to save 10%

Join our community on Facebook and connect with us on Instagram!

Write an apple review and YOUR review could be read on our next episode!

Hosted by Tori Shirah and Tracy Stine

Contact us ➡️ UnlikelyJoCo@gmail.com

  continue reading

91 episoder

Artwork
iconDela
 
Manage episode 398390208 series 3012628
Innehåll tillhandahållet av Unlikely Housewives. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Unlikely Housewives eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Listen in as we sit down with Bryan Sarff of True Wealth Company, who brings his financial expertise back to the show, this time addressing the nerve-wracking topic of college preparation for our older kids. Grappling with the costs of higher education is no small feat, and with Bryan’s guidance, we dissect the often-overlooked conversations between spouses about educational expectations, and the real-world tools available to estimate future college expenses. We discuss the benefits and drawbacks of different savings methods like 529 plans and brokerage accounts, helping us navigate these waters so our children can set sail towards success without capsizing our retirement plans.

Couples often find themselves at crossroads when it comes to aligning their financial goals, a situation made trickier with children's education in the mix. Sarff invites us to peel back the layers of our money mindsets and align our investment strategies with our life goals. Through a financial therapy session of sorts, we unravel the four levels of thinking that can propel couples from financial friction to fiscal synergy. We also tackle the bumpy paths of financial planning, providing insights on how to handle the education cost conversations every family needs to have.

As our children edge toward adulthood, the conversation shifts to the essential legal and financial scaffolding they require. We dissect the legal documents that become vital once the kids hit 18, like healthcare proxies and powers of attorney. Bryan also illuminates the often-overlooked benefits of starting out at a community college and reveals how recent changes in FAFSA can impact your financial aid strategy. Whether you're considering a 529 plan or a brokerage account, Bryan’s expertise sheds light on the path to creating a solid financial foundation for your family's educational aspirations.

💙 To learn more about Bryan, please connect with him on LinkedIn

💙 To contact Bryan and schedule time with him, their office at (913) 653-8783 or reach out to his assistant, Emily, at Emily@RetireWithTrue.com

Sunlighten Sauna Sponsor: https://get.sunlighten.com/unlikely Save up to $600!

Seven Weeks Coffee: sevenweekscoffee.com Use promo code: UNLIKELYHOUSEWIVES for 10% off your first order

StoryButton use promo code FRIENDS10 to save 10%

Join our community on Facebook and connect with us on Instagram!

Write an apple review and YOUR review could be read on our next episode!

Hosted by Tori Shirah and Tracy Stine

Contact us ➡️ UnlikelyJoCo@gmail.com

  continue reading

91 episoder

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