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Podcast: Your Financial Pharmacist
Episode: YFP 261: YFP Planning Case Study #2: Planning for Retirement, Saving for Kids' College, and Paying Off Debt
Description: YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Robert Lopez, CFP® to walk you through a financial planning case study on planning for retirement, saving for kids' college, and paying off debt. Key Points From This Episode Getting to know Fiona and Rob Anderson. The home, work, and financial portfolios of our case study couple. Fiona and Rob's investment accounts and insurance policies. Diving into tax concerns. Your children's education versus building your retirement fund – conflicting goals. How to prioritize conflicting goals. Some...