The Future of Financial Advice Must be More Diverse

Steve Hartel joins Smart Money Circle Host Adam Sarhan in Part 2 to discuss Timeless Investing Lessons & The “Best” Advice. Steve oversees more than $2 billion in assets at Trilogy Financial. Listen now.

The Host:
Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) to help you learn timeless lessons from real-life money managers.

Disclaimer:
All our work is for educational/informational purposes only. It is general in nature. No specific investment advice is given.

As a parent, it’s natural to want to help your children succeed. In fact, in a recent survey of parents, 37% of respondents said no investment goal is more important than saving for a child’s college education.

If you plan to pay for all of your child’s college expenses, you can expect to shell out tens of thousands of dollars for one year, according to the College Board’s 2017-2018 figures.

While it might feel good to give your child a head start in life, choosing to pay for their education might not be an easy choice for everyone.

“The decision to contribute to a child’s college education is a deeply nuanced and personal decision,” said Jeff Motske, a certified financial planner and the president of Trilogy Financial.

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