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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
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Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

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160 episodes