The Spend Life Well Show
ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
The Spend Life Well Show
Education Savings Strategies: What Are My Options? | Episode 183
There’s more than one smart way to pay for education.
Paying for future learning can feel overwhelming, but the right strategy can help you prepare with confidence. In this episode of The Spend Life Well Show, Mark Trice walks through practical options for saving, from well-known tools like 529 plans to lesser-known strategies such as Roth IRAs, custodial accounts, taxable investments, and more.
We’ll explore how each approach works, the benefits to consider, and how combining tools can offer both flexibility and tax advantages, whether your student pursues college, trade school, or another path.
This week’s challenge: Take a fresh look at your education savings. Does it support your goals and give your family options for the future?
If you’re unsure where to start, ClearVista Financial is here to help.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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