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Ask HTM - Responding to a Rental App Denial, Crummy 529 Plans, and Buying Land as an Investment for…
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a ques…
How To Money
03/24/2025
Q&A: $4M Invested in a Single Stock, 529 Account Loopholes, & Dividing Expenses When Married
In this week’s episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---👉 Listen to The Rundown podcast by Pub…
Rich Habits
03/06/2025
Are There Time Limits Or Age Limits On 529 Plans?
For families saving for education expenses, 529 plans remain one of the most flexible and long-lasting options available.Unlike other college savings…
The College Investor
02/24/2025
Can A 529 Plan Be Used For Dual Enrollment?
Dual enrollment allows you to earn college credit while you’re still in high school. Doing so can help you save money on the total cost of your educa…
The College Investor
01/15/2025
Getting Personal With Personal Finance | Laura And Ginger | Ep 529
Laura's shares how she transitioned from a high-stress academic career to retirement. Discover the challenges of job identity, financial planning dis…
What Are The Best 529 Plans Based On Performance?
529 plan performance is tough to measure - it's not just the investment returns, but it's also about the tax benefits and fees.Minimizing costs is us…
The College Investor
01/07/2025
WCI #399: 529s, UTMAs, and HSAs
Today Dr. Dahle Dr. Dahle is answering your questions off the speakpipe. We talk about dynasty 529s, UTMAs and the tax benefits of contributing to th…
White Coat Investor
12/26/2024
MtoM #201: Financial Planner Becomes a Millionaire and Finance 101: Overfunded 529 Accounts
Today we are talking to a financial planner who has become a millionaire. This planner initially planned on going to dental school but changed his mi…
White Coat Investor
12/16/2024
529 Plan Ownership Rules Explained
529 plans offer a dedicated way to save for education costs. Generally, parents or grandparents open up 529 accounts to build up a war chest for the …
The College Investor
12/04/2024
Ask HTM - Home Security Cost Benefit Analysis, Advantages to Financing a Car, and 529 Impacts on Fi…
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question y…
How To Money
12/02/2024
How To Use A 529 Plan For Trade School
If you or your family have saved money for your education within a 529 plan, you can use those funds to pay for qualified education expenses without …
The College Investor
11/27/2024
11.26.24 BEST OF: Saving For College: 529 Plan Update / Upside Down Car Loans
Happy Thanksgiving Week! Please enjoy this Best Of episode. Clark returns December 2nd with new ways to Save More, Spend Less and Avoid Getting Rippe…
Clark Howard
11/26/2024
How to Invest More Outside of Retirement Accounts, 529 Strategies, & Dividend Growth - Money Q&A
In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about how to invest more outside of retirement accounts, 529 strat…
Master Money
11/20/2024
10.30.24 Saving For College - 529 Plans / Auto Insurance Update
Clark discusses the societal changes in how college costs are trending now, the existing burden of student loan debt, and the best way to save in a 5…
Clark Howard
10/30/2024
WCI #389: Estate Planning, Navigating Your First Attending Job and 529s
Today our friend Margaret Curtis is taking on the role of host while Dr. Dahle is recovering. She is answering your questions off the speak pipe. She…
White Coat Investor
10/17/2024
Ask HTM - 2 Fund Investing Strategy, 529 Plans for Current Educational Expenses, & Fees for Breakin…
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question y…
How To Money
09/23/2024
What To Do With A 529 Plan If Your Child Doesn't Go To College?
Today's episode is an interview Robert had with Chuck Jaffee from the Money Life Show. He helps answer a reader question: what happens if you have mo…
The College Investor
09/19/2024
What Is The 529 Plan Penalty And How To Avoid It
One of the biggest fears families have about using a 529 plan to save for college is the dreaded 529 plan penalty.There are many ways to save an…
The College Investor
09/13/2024
Understanding Grandparent-Owned 529 Plans
What is a grandparent-owned 529 college savings plan? How do they work? What do you need to know about them and what changes should you know about?&n…
The College Investor
09/12/2024
WCI #374: Asset Protection, 529s and the SAVE Plan
Today we are answering more of your questions. We start off talking about a terrible fraud situation and how to attempt to mitigate the damage. We an…
White Coat Investor
07/04/2024