140: Family Planning with CFP® Matt Kweller

On today’s show I chat with CFP® Matt Kweller about financial steps for expecting parents and parents with newborns.

 

Topics:

⭐️ Cash flow

⭐️ Education costs

⭐️ Family money values 

⭐️ Life & disability insurance

⭐️ Wills and Estate Planning

⭐️ Health Insurance and Employee Benefits

 

Financial Checklist for Expecting Parents:

https://www.patreon.com/artisticfinance

 

Quicklinks - Book Club - Newsletter:

https://linktr.ee/artisticfinance

 

Matt Kweller - LinkedIn:

https://www.linkedin.com/in/matthewkweller/

 

Trust and Will:

https://trustandwill.com/

 

Checklist for Expecting Parents:

https://www.parents.com/pregnancy/considering-baby/financing-family/a-nine-month-plan-for-getting-your-familys-finances-in-order-pre-baby/

 

To Get 529 Tax Deductions in NYS

https://www.nysaves.org/

 

529 State Deductions:

https://www.savingforcollege.com/article/how-much-is-your-state-s-529-plan-tax-deduction-really-worth

 

Life Insurance Calculator:

https://lifehappens.org/

 

College Savings Planner:

https://vanguard.wealthmsi.com/csp.php

 

Budget Planner: 

https://www.nerdwallet.com/article/finance/budget-worksheet?trk=nw_gn_5.0

 

Life Insurance Episode: 

https://www.youtube.com/watch?v=CjexH-xAFK8&ab_channel=ArtisticFinance

 

The Ultimate Guide to Finding A Financial Planner:

https://www.youtube.com/watch?v=iFEkgeQMYtk&ab_channel=ArtisticFinance

 

The Ultimate Guide to Finding A Financial Planner - Part 2: 

https://www.youtube.com/watch?v=ALwy55eZlTM&t=12s&ab_channel=ArtisticFinance

 

Instagram Handles:

@mattkweller

@ethansteimel

@artisticfinance