That Financial Guy
That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and more you will find it here! Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
That Financial Guy
EP#13 Custodial Accounts For Kids
Want to open an investment account for your child? Well, custodial accounts come in different flavors and it depends on what your goal is for the account. Is it saving for college? Investing for their future retirement? Or just getting them started with investing?
Custodial accounts can be a great way to start building wealth for your children. In this video I will be discussing advantages and disadvantages of each type of account to help you decide what is best for both you and your child.
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Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...