Financial Plans for Grandkids

Money Wisdom

Have you ever wondered how becoming a grandparent might change your perspective on money and legacy? The latest episode of the Money Wisdom podcast features Joel Johnson, CFP, who has recently become a grandfather for the second time. His insights into the financial planning world, coupled with his new role in the family, provide a unique and heartwarming perspective on managing wealth for future generations.

Here’s some of what we discuss in this episode:

• What are some things Joel wants to do with his grandsons that he never thought doing with his sons.
• The best approach for helping grandchildren with educational expenses and whether a 529 plan is the best route.
• How do you approach your legacy plan when you have significant assets to pass along.
• Situations where parents have ruined their kids with the way they’ve approached finances.

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