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

EPISODE · Aug 24, 2022 · 23 MIN

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

from Real Personal Finance · host Scott Frank and James Conole

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 ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here

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

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