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Trends with Benefits #125: Financial Planning Strategies for Uncertain Markets with Katy Song

10 September 2024

Listen Time 40:11 MIN

This episode covers some of the top financial planning goals facing families, including homebuying, childcare, long-term care, and college funding.

Looking to buy a house? Pay for childcare? Plan for your children’s college? All of the above? If you’re feeling overwhelmed by these, you’re not alone. Katy Song, Chief Financial Planner at Domain Money, shares financial planning strategies and valuable insights about home affordability, tracking your gross income and spending, and the pitfalls of 529 plans.


Show Notes:

02:49 Mortgage rates and the cost of buying a house

04:45 Planning to buy a house

10:30 Paying for childcare

11:55 Caring for aging parents

13:37 Insurance planning

15:31 College planning

19:53 Pitfalls of 529 plans

24:25 Do you know how much money you make?

28:14 Katy’s background

32:45 What’s next for Domain Money

34:24 Long-term trend

35:35 Trend or fad

Trend or Fad

Listen for Katy’s take on T-bills, return-to-office, the energy transition, and full-body deodorant.

Follow Ed Lopez @thatEdLopez on Twitter.

You can listen and subscribe to this podcast on Apple Podcasts, Spotify, SoundCloud, and YouTube.