Podcast Feed
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
496 | Mailbag: Roth vs. Trad, $35k Roth to 529, Combining Finances | Rachael Camp
In this episode: roth versus traditional IRA, second generation FI, FI and newlyweds, and retirement planning optimization. This week we are diving b…
The 2024 FinTech Disaster: What You Need To Know (AND the Fascinating History of Banking w/ Paolo …
Unlocking the FinTech Disaster: What You Need to Know You might not know it, but a huge number of people have their money trapped in a recent FinTech…
The Stacking Benjamins Show
06/10/2024
Friday Flight - Forgotten 529s, Abandoning Insurance, & Wrecked Credit Reports #837
Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines…
How To Money
06/07/2024
529. How Your Bank Makes Money Off You (Community Episode)
In this community episode we discuss banks and how they make money off of you. Join expert Joe Saul-Sehy (Stacking Benjamins) and community member Ch…
Earn and Invest
05/30/2024
529: FI by 25: How to Buy Time and Freedom with a Few Years of Frugal Living
Financial independence by the age of twenty-five?! Today’s guest started working and saving money at a very early age, which allowed him to buy the t…
Bigger Pockets
05/17/2024
GI Bill, 529s & Yellow Ribbon Program | "529s Aren't Just for College: It's Just Another Tax-Advant…
For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answere…
The Military Money Manual
05/13/2024
03.27.24 Saving For College: 529 Plan Update / Upside Down Car Loans
Clark has news for parents and grandparents saving for a child’s college education. Also in this episode, reversals in the auto industry are landing …
Clark Howard
03/27/2024
MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan
Today we are talking with an entrepreneur and author who became a millionaire in her 70s! She has a passion for inspiring others to live their fulles…
White Coat Investor
03/25/2024
Can You Use A 529 Plan For SAT Prep?
The short answer is no, you cannot use a 529 plan to pay for SAT prep. However, all is not lost. While SAT prep courses can be expensive, they d…
The College Investor
03/22/2024
Changing Beneficiaries for 529s
Quint and Logan dive into 529 plans and different strategies for these accounts.
The Pros and Cons of The 529 With Sean Mullaney
In this episode of the Personal Finance Podcast, we're going to talk to Sean Mullaney about why the 529 plan may not be as great as you think. How A…
Master Money
12/25/2023
529 Plans Aren’t Worth It?! (And Other Important Tax Thoughts) | Sean Mullaney aka The FI Tax Guy -…
Sean Mullaney is the FI Tax Guy (FI = Financial Independence). He’s a financial planner and the president of Mullaney Financial and Tax Incorporated …
The Best Interest
12/06/2023
How 529 Plans Work (In Simple Terms)
A 529 plan is an education savings account with federal tax benefits. The plans can be complicated, so we've broken down how 529 plans work into simp…
The College Investor
09/19/2023
How a 529 College Savings Plan Makes College More Affordable
If you’re a parent or a future college student wondering how you’ll ever pay for college, this show is for you!
Money Girl
09/13/2023
Over or Under Funding a 529 Plan
On this episode of DIY Money, Quint and Allie talk about over or under funding a 529 plan when saving for education.
Ask HTM - Renovating While Paying Off Student Loans, 529 Strategy For Immediate Use, & Popular Bank…
We’re kicking off the week by answering your listener questions! And if you have a question that you’d like for us to answer on the show, we’d love f…
How To Money
09/04/2023
What Is The Private College 529 Plan?
The Private College 529 Plan lets you lock in current tuition rates for the future. But which schools recognize the plan and is it worth the cost? Le…
The College Investor
08/21/2023
Which is Better a 529 or Roth IRA for Your Kids? Money Q&A
In this episode of the Personal Finance Podcast, which is better: a Roth IRA or a 529 plan for investing for your kids? How Andrew Can Help You: J…
Master Money
08/14/2023