This week’s podcast features an insightful conversation with Victoria Ferguson, a certified financial planner & financial planner at Dentist Advisors. She dives into key financial strategies for families, focusing on smart ways to save for children’s education through 529 plans and the advantages of minor Roth IRAs. Victoria also explores the delicate balance between prioritizing your children’s financial future and securing your own retirement, emphasizing that financial planning is never one-size-fits-all. Episode 286 is available for download now on all of the top podcast platforms or listen now by clicking the player above!
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Episode highlights:
Discussing the rising costs of college tuition and the need for comprehensive financial planning to support children’s education
Overview of 529 college savings plans, including tax benefits, flexibility, and considerations around using the funds
Explanation of Roth IRAs for minors as an additional savings vehicle, allowing tax-free growth and access to contributions
Guidance on how to navigate the delicate balance between prioritizing your children’s financial future and securing your own retirement
Meet this week’s guest:
Victoria Ferguson is a Financial Advisor and CFP®. She earned a degree in Finance from the University of Utah and has a background in women’s wealth, holistic financial planning, and building a strong financial foundation.
Victoria enjoys providing the tools and resources for clients so they can make educated financial decisions they feel good about. She believes that it’s called personal finance for a reason – your money and how you approach it is deeply personal. She helps clients determine when the standard cookie cutter advice doesn’t make sense.
Our self-study courses offer the opportunity to earn continuing education credit by listening to specific episodes of our podcast, and then taking an online quiz for certification.
Dr. Grace Yum has quietly become one of the highest-profile pediatric dentists in Chicago and beyond.
She is in a small pool of less than 5% of all dentists who become certified in pediatrics. She also founded and built Yummy Dental and Orthodontics for Kids into a leader in its category. In this Podcast, Dr. Yum shares pearls of wisdom based on her experience that are designed to help moms be successful in their medical careers and in their lives more broadly. She interviews a rotating cast of experts who give invaluable advice from a variety of perspectives: fashion stylists, lawyers, CEOs, nutritionists, skincare experts, parenting experts and more. Along the way, Dr. Yum shares the secrets to her success in balancing motherhood and her growing business interests in dental, real estate and beyond.
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