166 - How Does This Market Impact How We Pull Funds from 529 Plans?

An episode of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "166 - How Does This Market Impact How We Pull Funds from 529 Plans?" was published on August 24, 2022 and runs 23 minutes.

August 24, 2022 ·23m · Real Personal Finance

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Summary

Scott and James discuss how this market impacts how we pull funds from 529 plans. Planning Points Discussed Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 5:49 - Stocks & Bonds Correlation 9:58 - Cash Flow & Risk Level 14:49 - What Is A Good Rate? 18:50 - Additional Expenses 16:57 - Debt & Real Estate 21:27 - Aligning Your Financial Goals LET'S CONNECT! James YouTube LinkedIn&nbsp...

Episode Description

Scott and James discuss how this market impacts how we pull funds from 529 plans.

Planning Points Discussed

Utilizing Time Efficiently
Capital Appreciation
Purchasing Power
Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

5:49 - Stocks & Bonds Correlation

9:58 - Cash Flow & Risk Level

14:49 - What Is A Good Rate?

18:50 - Additional Expenses

16:57 - Debt & Real Estate

21:27 - Aligning Your Financial Goals

LET'S CONNECT!

James

YouTube LinkedIn Website

Scott

Facebook Twitter Website

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