Next Level Finance: College Saving and Mortgage Payoff (with Matt Miner)
Next Level Finance: College Saving & Mortgage Payoff (with Matt Miner)
You’ve been spending less money than you make, build up your emergency fund. You’re saving for retirement. Now what? What are the next steps you should take with your money to get to the next level? That’s what today’s show is about.
Matt Miner is back for part three of my back to basics series. Matt is a fee-only, fiduciary advisor with PLC Wealth Management providing financial planning to families and individuals making super-important life decisions.
In part one of the series, Matt and I talked about budgeting and money management basics in episode 81. Last week we talked about salary and benefits in episode 82. This week Matt shares advice on taking your money to the next level by doing things like college saving and mortgage payoff to build a better quality of life.
College Saving & Mortgage Payoff Episode Details
- Rules of thumb for savings for your children’s education
- The ways you can save for higher education
- Financial impacts of school selection
- The best 529 plans for saving
- Alternative education saving methods
- The differences between education saving accounts and 529 plans
- How and why to pay off your mortgage
- How to plan to pay off your mortgage
- Things to watch out for when paying off your mortgage
- Improving your quality of life on the cheap
- Where to save money
- The importance of reviewing your net worth
Next Level Finance: College Saving & Mortgage Payoff Resources
Thank You for Podcast Reviews!
I appreciate your review of The Military Money Show on iTunes, Google Play, TuneIn, iHeart Radio and Stitcher. It helps me make the podcast better and better. Plus it helps other people find me.
Connect
Disclosure
These notes may contain links to our affiliate products or services which means I might get compensation when you click or buy. That said, I’m only going to put affiliate links that are in line with our podcast discussion.
Related Podcast
An Early Harvest for Money
We've had a record-warm winter this year, and now that it's spring, things are really starting to bloom—including our beloved money trees. But while the lack of frigid temperatures has been nice, these dryer conditions may come at a price—an early harvest. In this episode, I’ll discuss how a warmer.
How to Maximize Wealth and Avoid Lifestyle Creep
We see money messages everywhere we go. There are advertisements on streaming services, billboards, in social media, and even podcasts that encourage us to consume and buy more. Buying more increases our lifestyle, not our wealth. How can we see past all of that each day to find our.
Trusts and Your Financial Planning
Trusts can play a crucial role in helping plan your financial future by providing benefits like avoiding probate or tax efficiency and financial planning strategies like providing for special needs children. But they cost money and can be complicated. In this episode, Certified Financial Planner, Isidore Ogoussan shares what.
