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Ep#76: Optimizing Finances for our Kids' Education - RESPs & beyond - with Dr. Matt Poyner

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Manage episode 439576348 series 2786045
Kandungan disediakan oleh Yatin Chadha. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Yatin Chadha atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Today I host my friend & colleague, Dr. Matt Poyner. Matt breaks down the Registered Education Savings Plan (RESP) & other ways to optimize finances when it comes to our kids' education.
Matt is a long time blogger at dividendstrategy.ca, physician, & is now passionate about offering flat fee financial planning.
Discussion Points:
- Matt's journey & foray into financial planning (2:34)
- Basic RESP overview (14:15)
- RESP set up - family vs specified (21:05)
- Optimal RESP contribution strategy (23:09)
- Investing approach inside an RESP (31:32)
- RESP withdrawals & understanding the RESP buckets (37:26)
- RESP options if your child doesn't go to school (44:00)
- Thoughts on optimizing student financial aid (48:44)
- Spending time with the kids - Matt's perspectives (57:50)
Matt:

Yatin:

Episode Links:

  continue reading

80 episod

Artwork
iconKongsi
 
Manage episode 439576348 series 2786045
Kandungan disediakan oleh Yatin Chadha. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Yatin Chadha atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Today I host my friend & colleague, Dr. Matt Poyner. Matt breaks down the Registered Education Savings Plan (RESP) & other ways to optimize finances when it comes to our kids' education.
Matt is a long time blogger at dividendstrategy.ca, physician, & is now passionate about offering flat fee financial planning.
Discussion Points:
- Matt's journey & foray into financial planning (2:34)
- Basic RESP overview (14:15)
- RESP set up - family vs specified (21:05)
- Optimal RESP contribution strategy (23:09)
- Investing approach inside an RESP (31:32)
- RESP withdrawals & understanding the RESP buckets (37:26)
- RESP options if your child doesn't go to school (44:00)
- Thoughts on optimizing student financial aid (48:44)
- Spending time with the kids - Matt's perspectives (57:50)
Matt:

Yatin:

Episode Links:

  continue reading

80 episod

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