PATHWAY 04 — PLANNING FOR YOUR KIDS
The head start you give them is a decision, not a hope.
Funding education, protecting your household's income, and transferring what you've built are three different problems. This pathway explains how they fit together without competing with your own retirement.
Start here
The quick explanation
Your own retirement funding comes first — it is the thing your children cannot borrow for.
Education savings vehicles differ mainly in flexibility and tax treatment.
Protection is what keeps the plan intact if your income stops unexpectedly.
Understand the strategy
See how the strategy works
What you'll understand after watching
How education funding is prioritized alongside retirement, not instead of it.
What each common savings vehicle is designed to do, in plain terms.
How protection and transfer planning keep a multi-generation plan from breaking.
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