529 Plans Beyond College, Supplemental Insurance & Community Impact | Episode 22

Episode 22: 529 Plans Beyond College, Supplemental Insurance & Community ImpactIn this episode, Eric Sporing and Tara Lavelle explore smart ways to plan for your family's future, protect against unexpected expenses, and make a meaningful impact in the community.Eric discusses how 529 plans have evolved beyond college savings, explaining how they can now be used for K-12 education, trade schools, apprenticeships, student loan repayment, and even Roth IRA rollovers in certain situations. He shares why these tax-advantaged plans are becoming an increasingly valuable part of long-term financial planning.Tara breaks down the role of supplemental insurance, explaining how it can help cover out-of-pocket costs from accidents, illnesses, and other unexpected medical expenses. She discusses why supplemental coverage can provide added financial security alongside your primary health insurance.They're joined by Alex Duvall, founder of Many Parts, One Body, who shares the inspiring story behind the nonprofit and its mission to serve the community through compassion, volunteerism, and practical support for those in need. Alex discusses how the organization has grown, the impact it's making, and ways listeners can get involved.A conversation that brings together financial planning, healthcare protection, and community service—all focused on helping you prepare for the future while making a difference today.Eric Sporing is a Registered Representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and ECS Capital Investments are separate entities from LPL Financial.