How to Strategically Plan for College Costs
April 14, 2025
How do you ensure your child’s education savings strategy is truly future-proof?
Join Iván Watanabe and Evan Wohl as they dive into education funding strategies beyond the one-size-fits-all solutions. This episode lends insights into using various financial vehicles like 529 plans, UTMA accounts, and whole life insurance, while evaluating their pros and cons.
Iván and Evan discuss:
- The significance of a flexible strategy over a singular financial product
- Comparisons of common education savings accounts, like 529 plans and UTMA accounts
- How to leverage whole life insurance for educational funding
- The importance of maintaining options and controlling opportunity costs
- And more