Podcast Feed
WCI #284: HSAs, 529s, and Donor Advised Funds
Dr. Dahle and Dr. Spath tackle your questions around HSAs—specifically the reimbursement process and if you can reimburse yourself for past expenses …
White Coat Investor
10/13/2022
529: The 6-Figure Houseplant Blogger
In this week’s episode, we’re catching up with the 6-figure houseplant blogger, Raffaele Di Lallo of OhioTropics.com. You might remember Raffaele fro…
Side Hustle Nation
08/25/2022
WCI #276: 529s, I bonds, TIPS, S Corps, ETFs and 403(b)s
This episode Dr. Dahle covers a variety of your questions. We talk about when it is worth passing cash through a 529 account and if you should use 52…
White Coat Investor
08/18/2022
Is Real Estate Better Than a 529 Plan?
When you're preparing to save for college, is it better to invest in rental real estate property or save with a 529 plan? We'll walk you through tha…
Futureproofing Your Career & Crypto Advice for Noobs with Kevin Roose #529
Today’s interview completely revolves around technology and we’re excited to have Kevin Roose joining us today. Kevin is an award-winning…
How To Money
06/20/2022
Conflicts of Interest in 529 Plans Highlight Need For Oversight
Recently, researchers have identified problems in how some states manage their 529 college savings plans. Here's what you need to know.
The College Investor
05/18/2022
529 - Smart Investing During a Gold Rush by Paul Moore
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Bigger Pockets
03/27/2022
How To Use A 529 Plan For Student Loan Repayment
You can use a 529 plan to repay up to $10,000 in student loans - but there are some caveats you need to know.
The College Investor
03/07/2022
Ask HTM - Frugal or Cheap: Meal Kit Edition, What Happens to Unused 529 Plans, & Inherited Real Est…
We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for yo…
How To Money
02/21/2022
529: “Free Real Estate”, Negotiations, & Market Cycles | 'Takeover' Ep w Pace Morby
Creative financing solves an important problem for almost every type of real estate investor. Don’t have enough cash? Try creative financing! No cred…
Bigger Pockets
11/09/2021
09.29.21 There are 2 Types of 529 Plans. One is a Ripoff / Jobs of the Future.
529 Plans are getting better overall. But there are 2 types: direct sold, and rip offs.. Due to massive fees, you can end up with less than you put i…
Clark Howard
09/29/2021
How Does A 529 Plan Affect Your FAFSA And Financial Aid?
Could a 529 plan have a negative affect on your FAFSA and financial aid eligibility? Here's what college savers need to know.
The College Investor
09/27/2021
WCI #225: Q&A - Single Income Docs, Insuring Jewelry, Best Time of Year to Retire, Over Saving in a…
We answer questions for every stage of doctor in this episode. For those starting out we talk about scholarships vs contracts to pay for your medical…
White Coat Investor
08/26/2021
08.04.21 Clark’s updated 529 Plan Guide helps you save for college / Walmart’s excellent new empl…
Clark explains how 529 plans work to help families save for college, how to set one up, and which ones make Clark’s Dean’s List of most cost-efficien…
Clark Howard
08/04/2021
How To Use A 529 Plan For Estate Planning
Wondering if it would be beneficial to use a 529 plan for estate planning? We explain when that strategy could make sense and how to do it.
The College Investor
07/27/2021
05.27.21 Saturday 5-29-21 is National 529 Day / The Forgotten Money & a Clark Assignment.
National 529 Day - Millions have 529 plans to save for college with tax free growth for qualified spending. Be aware 529 Plans vary. Many states roll…
Clark Howard
05/27/2021
197 - How to Start Saving for College With Real Estate (Hint: Ditch the 529) by Erion Shehaj
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Bigger Pockets
04/29/2021
Differences In 529 Plans: Why Saving For College Is So Messy In America
Saving for college is complicated in America because there are many differences in the 529 plans that are offered by each state.
The College Investor
04/05/2021
529 Plan Contribution Limits | What Are The Caps?
While the IRS doesn't impose 529 plan contribution limits, states do set aggregate maximums for their 529 plans and may set annual caps too.
The College Investor
12/09/2020
529 Plan Rollovers And Transfers: Pros And Cons
We break down all the benefits of 529 plan rollovers and transfers as well as a few potential downsides you'll want to watch out for.
The College Investor
12/02/2020