KDI Wealth Alchemist EP 33: Retirement vs. College Saving & Smart Family Gifting Strategies

How much should you help your children or grandchildren financially? And when does help become too much? In this episode of KDI Wealth Alchemist, KDI Financial Advisors Shane Keith & Dylan Justice discuss education planning, 529 plans, Roth conversion opportunities, family gifting strategies, and how to balance saving for your own retirement while supporting the next generation. We also explore the role of family values, financial independence, estate planning, and practical ways to...