Podcast Feed
529 Plan Alternatives: UMGA, Roth IRA, And More
The 529 plan was designed specifically for education savings, offering tax-free growth and tax-free withdrawals for qualified educatio…
The College Investor
09/26/2025
What Families Should Do With Leftover 529 Plan Money
529 plans were originally created to help families save for higher education with the benefit of tax-free growth. Over the years that definition…
The College Investor
09/25/2025
Ask HTM - Gifting $ to Other’s Kids, Most Affordable Protein, & Snagging the 529 State Deduction #1…
Let’s kick off 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 quest…
How To Money
09/15/2025
08.20.25 Where The Jobs Are / The More Versatile 529 Plan
A rapidly changing job market calls for reassessment and thinking outside the box. And maybe outside your town. Clark seeks to help open your mind on…
Clark Howard
08/20/2025
529 Plans Grow 8% in Q2 2025 Before Big Rule Changes
In the three months ending June 30, 2025, 529 college savings and prepaid plans saw one of their strongest periods of growth in years. The …
The College Investor
08/15/2025
WCI #432: 529s and Spending for College
Today we are talking about 529 accounts and how to invest them as well as how to spend them down. There are a lot of ways to help fund your children'…
White Coat Investor
08/14/2025
How a 529 Plan Saves Money for Students of All Ages
Laura explains how 529 savings plans cut taxes and new rules that benefit families and students of all ages.
Money Girl
08/13/2025
Using a 529
Allie and Quint talk about utilizing a 529 account.
MtoM #221: Pharmacist Builds a Real Estate Empire and Punches Out in 10 Years and Finance 101: 529s
Today we are talking with a Pharmacist who has reached FI in his 30s. While his career has been in pharmacy he was always committed to building a big…
White Coat Investor
05/05/2025
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