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
The quick explanation
Giving your children a head start without derailing your own plan
A short explanation of how education funding, protection, and retirement fit together.
1:18
What you'll learn
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
The full overview
How a multi-generation plan is put together
A deeper look at education savings vehicles, protection, and transferring what you have built.
2:30
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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