140: Family Planning with CFP® Matt Kweller
Artistic Finance3 Huhti 2023

140: Family Planning with CFP® Matt Kweller

On today’s show I chat with CFP® Matt Kweller about financial steps for expecting parents and parents with newborns.

Topics:

⭐️ Cash flow

⭐️ Education costs

⭐️ Family money values

⭐️ Life & disability insurance

⭐️ Wills and Estate Planning

⭐️ Health Insurance and Employee Benefits

Financial Checklist for Expecting Parents:

https://www.patreon.com/artisticfinance

Quicklinks - Book Club - Newsletter:

https://linktr.ee/artisticfinance

Matt Kweller - LinkedIn:

https://www.linkedin.com/in/matthewkweller/

Trust and Will:

https://trustandwill.com/

Checklist for Expecting Parents:

https://www.parents.com/pregnancy/considering-baby/financing-family/a-nine-month-plan-for-getting-your-familys-finances-in-order-pre-baby/

To Get 529 Tax Deductions in NYS

https://www.nysaves.org/

529 State Deductions:

https://www.savingforcollege.com/article/how-much-is-your-state-s-529-plan-tax-deduction-really-worth

Life Insurance Calculator:

https://lifehappens.org/

College Savings Planner:

https://vanguard.wealthmsi.com/csp.php

Budget Planner:

https://www.nerdwallet.com/article/finance/budget-worksheet?trk=nw_gn_5.0

Life Insurance Episode:

https://www.youtube.com/watch?v=CjexH-xAFK8&ab_channel=ArtisticFinance

The Ultimate Guide to Finding A Financial Planner:

https://www.youtube.com/watch?v=iFEkgeQMYtk&ab_channel=ArtisticFinance

The Ultimate Guide to Finding A Financial Planner - Part 2:

https://www.youtube.com/watch?v=ALwy55eZlTM&t=12s&ab_channel=ArtisticFinance

Instagram Handles:

@mattkweller

@ethansteimel

@artisticfinance

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200: Freelancing in Portland and Ethics Make Us Human with Lighting Designer Carl Faber

200: Freelancing in Portland and Ethics Make Us Human with Lighting Designer Carl Faber

Lighting designer Carl Faber returns to the show to discuss freelancing in the performing arts in Portland.   Topics: ⭐️ Zone defense ⭐️ Using local Credit Unions ⭐️ AI entering our workflow ⭐️ HELOC ...

8 Kesä 1h 43min

199: Projection Design, On Broadway, In A Studio, As A Parent, and SEP IRAs with Wendall K Harrington

199: Projection Design, On Broadway, In A Studio, As A Parent, and SEP IRAs with Wendall K Harrington

An interview with projection designer Wendall K Harrington.   Topics: ⭐️ Building credit ⭐️ SEP IRAs for freelancers ⭐️ Asking producers to contribute to your SEP IRA ⭐️ Artistically building a 3rd sh...

3 Maalis 1h 40min

198: The Business of Projection with Zak Borovay

198: The Business of Projection with Zak Borovay

A conversation about the business side of being a projection designer with Zak Borovay, who on Broadway has designed Elf, Xanadu, and Rock of Ages. He has also done work for Disney and Universal theme...

16 Helmi 1h 30min

197: Never Doing Just One Thing with Choreographer Staś Kmieć

197: Never Doing Just One Thing with Choreographer Staś Kmieć

Choreographer Staś Kmieć explains how he’s handled the business side of his theatre and dance career.   Topics: ⭐️ Tax filing ⭐️ Healthcare ⭐️ Fiddler On The Roof ⭐️ Not spending money when on tour   ...

28 Tammi 1h 29min

196: Financial Education as a Theatrical LX Programmer with Brad Gray

196: Financial Education as a Theatrical LX Programmer with Brad Gray

Broadway lighting programmer Brad Gray discusses financial literacy and the importance of making that choice to prioritize your finances so that you aren’t forced to hustle until your dying day.   Top...

22 Tammi 1h 2min

195: Gross Income ≠ Take-Home Pay with Susan Lee

195: Gross Income ≠ Take-Home Pay with Susan Lee

Tax expert Susan Lee discusses tax implications and best practices for freelancers.   Topics: ⭐️  Cashflow ⭐️  Having a will ⭐️  Being your own bookkeeper ⭐️  A financial health checklist and a financ...

15 Tammi 1h 4min

194: Pay Equity in Theatrical Design with Costume Designer Elsa Hiltner

194: Pay Equity in Theatrical Design with Costume Designer Elsa Hiltner

(Audio problems? I made a mistake uploading, so delete the episode and then try to play it again.) Costume designer Elsa Hiltner talks about the lack of pay equity in theatrical design and what she i...

5 Tammi 1h 30min

193: America The Beautiful (Except The Financial Setup for Freelancers) with Jane Cox (Part 2 of 2)

193: America The Beautiful (Except The Financial Setup for Freelancers) with Jane Cox (Part 2 of 2)

Part two of the conversation with Broadway lighting designer Jane Cox.   Topics: ⭐️ Keeping overhead low ⭐️ Paying theatre designers hourly  ⭐️ Penny Remsen - Jane’s lighting mentor ⭐️ Paying for assi...

4 Heinä 202557min

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