Beacon's Spotlight
Beacon's Spotlight
Podcast Description
Retirement planning, investing and other helpful financial advice with timely updates
Podcast Insights
Content Themes
The podcast focuses on retirement planning, investing strategies, and financial advice with specific topics including investment fund types, the importance of emergency funds, charitable giving strategies, and insurance discussions. Examples of episodes include a deep dive into the National 529 day with a review of educational savings trends and an exploration of disability income insurance nuances.
Retirement planning, investing and other helpful financial advice with timely updates
This episode of Beacon’s Spotlight takes a fresh look at college planning from two important angles: admissions and funding.
First, I cover practical college admissions tips for families that are starting to plan for the undergraduate application process. Next, I highlight recent 529 plan updates that may create more flexibility for K-12 expenses, additional credentialing, and grandparents helping with education costs.
Disclaimer
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