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11.26.24 BEST OF:  Saving For College: 529 Plan Update  /  Upside Down Car Loans

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…

How to Invest More Outside of Retirement Accounts, 529 Strategies, & Dividend Growth - Money Q&A

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…

10.30.24  Saving For College - 529 Plans  /  Auto Insurance Update

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…

WCI #389: Estate Planning, Navigating Your First Attending Job and 529s

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…

Ask HTM - 2 Fund Investing Strategy, 529 Plans for Current Educational Expenses, & Fees for Breaking a Lease Early #883

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…

What To Do With A 529 Plan If Your Child Doesn't Go To College?

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…

What Is The 529 Plan Penalty And How To Avoid It

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…

Understanding Grandparent-Owned 529 Plans

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…

WCI #374: Asset Protection, 529s and the SAVE Plan

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…

496 | Mailbag: Roth vs. Trad, $35k Roth to 529, Combining Finances | Rachael Camp

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 Zannoni)  (SB1529)

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…

Friday Flight - Forgotten 529s, Abandoning Insurance, & Wrecked Credit Reports #837

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…

529. How Your Bank Makes Money Off You (Community Episode)

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…

529: FI by 25: How to Buy Time and Freedom with a Few Years of Frugal Living

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…

GI Bill, 529s & Yellow Ribbon Program | "529s Aren't Just for College: It's Just Another Tax-Advantaged Vehicle" | College Planning for Military Families with Kate Horrell #124

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…

03.27.24  Saving For College: 529 Plan Update  /  Upside Down Car Loans

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 …

MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan

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…

Can You Use A 529 Plan For SAT Prep?

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…

Changing Beneficiaries for 529s

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

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…