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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Thursday Jan 18, 2024
Thursday Jan 18, 2024
Today, Ira talks about his personal experience with sending kids to college and why the many options for kids to get financial aid or to choose a path other than college has kept him from being excited about 529 plans until recently. The new rule that allows moving funds from 529s to Roth IRAs has changed his perspective on them and how useful they can be for a financial plan. Later in the episode, these advisors talk about the challenges of getting home and auto insurance in 2024.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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