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ARTISTIC FINANCE
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EPISODE 140:

FAMILY PLANNING
Host: Ethan Steimel
Release Date: 04/03/2023

LISTEN HERE

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On today’s show I chat with CFP® Matt Kweller about financial steps for expecting parents and parents with newborns.

​Topics:

⭐️ Cash flow
⭐️ Education costs
⭐️ Family money values 
⭐️ Life & disability insurance
⭐️ Wills and Estate Planning
⭐️ Health Insurance and Employee Benefits

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Links and Resources

Financial Checklist for Expecting Parents
Trust and Will
Checklist for Expecting Parents
To Get 529 Tax Deductions in NYS
529 State Deductions
Life Insurance Calculator
College Savings Planner
Budget Planner
Life Insurance Episode
The Ultimate Guide to Finding A Financial Planner
The Ultimate Guide to Finding A Financial Planner - Part 2

Matt Kweller
Certified Financial Planner
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Matt Kweller
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