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I've had a crazy, crazy week. The Securities and Exchange Commission (SEC) called last week and let me know that they were stopping by our offices. As you can imagine, this is not my favorite kind of phone call. We had nothing to hide or worry about, but it's still a stressful situation. In light of this visit I decided that this would be a great time for me to focus the show on a few "rainy day" articles I had put away to discuss.
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Points of Consideration for Education Planning
Many of you have written to ask that I provide some guidance on education planning and I have stayed away from the subject because education planning is one of those subjects that has a limited audience. I always try to do the Money Guy show with the understanding that we have listeners that are new to investing and personal financial planning as well as tried and true weathered investors that I can still enlighten from time to time with my insight.
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I did a show back in January titled «The ABCs of Asset Allocation», but many things have changed over the last 9-10 months. We have added quite a few listeners and many have sent me emails looking for specific discussion on asset allocation. My last show was on the basics of investing, so I think the timing is right to work on your allocation knowledge.
Brian Preston, CPA, CFP®, PFSCertified Financial Planner, Wealth Manager, Media Personality, and Blogger/Podcaster
In my day job, I'm a partner in a fee-only wealth management and financial planning firm, Preston & Cleveland. After hours, I pursue my passion: financial education through blogging and podcasting.
Going "beyond common sense", my blog and podcast bring you the tools and information you need to restore order to your personal financial chaos.
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[The perfect amount of money to leave children is] enough money so that they would feel they could do anything, but not so much that they could do nothing.
— Warren Buffett
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