Latest / Your Life Simplified: A Financial & Wealth Management Podcast
You're ready to save for college | Your Life Simplified
Hosts Whitney Reagan and Daniel Sharkey tackle the financial pressures of graduation season, demystifying the path to funding higher education. They discuss why shifting from a "single-bucket" savings mindset to a flexible, multi-asset strategy can alleviate the anxiety often associated with rising educational costs. Learn why open communication with your children about borrowing is a critical life lesson and discover how working with an advisor can help you model realistic goals, avoid analysis paralysis and confidently fund your child's future—without committing to working until you're 70.
The skinny
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