Trends with Benefits #125: Financial Planning Strategies for Uncertain Markets with Katy Song
10 September 2024
Listen Time 40:11 MIN
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.
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