“Financial Independence for Kids” Podcast

I was honored to be a guest with Dominic DeLaquil on the “Financial Independence for Kids” podcast recently! We talked about:

  • Entrepreneurship for families
  • Investing for kids with Roth IRA’s & 529 plans
  • Financial education for kids
  • Wealth strategies using UTMA & alternative investments

Timestamps:

  • 00:00 Introduction to Financial Independence for Kids
  • 01:26 Growing Up with Financial Education
  • 08:24 Practical Approaches: Teaching Kids About Money
  • 14:01 Tax Strategies for Financial Empowerment
  • 18:57 Maximizing 529 Plans & Education Savings
  • 24:30 Hiring Your Kids: Entrepreneurship & Tax Benefits
  • 32:51 Retirement Account Optimization for High Earners
  • 41:30 The Difference Between a CPA and a Tax Coach

Dominic was a great host & FI is a great podcast for families to subscribe to. I hope you’ll give it a listen!