1844: Everything You Need to Know About 529 Plans

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 25 June 2025

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We’re taking you inside the So Money Members Club for an exclusive workshop Farnoosh hosted recently on one of the most urgent financial topics for families: saving for higher education, with a deep dive into the world of 529 college savings plans. This workshop features Patricia Roberts, a leading expert and author on the topic, who brings both professional and personal insight to the conversation. Patricia is the author of the newly updated Route 529.

What you’re about to hear is the full workshop presentation—but what you won’t hear is the rich Q&A we had at the end, just for members. That’s one of the many perks of joining the So Money Members Club—a private, tight-knit community curated and run entirely by me. Not an assistant, not a bot—just me, guiding you through live monthly workshops, office hours, and deeper discussions around money, work, and life.

Membership also includes full access to our growing library of workshop recordings and commercial-free episodes of this podcast.

If that sounds like something you’d love, visit SoMoneyMembers.com to learn more and join us.

Transcript

Click on a timestamp to play from that location

0:00.0	For over a decade, Arlo technology has focused solely on home security, detecting strangers, ignoring neighbours and delivering alerts with crystal clear footage to your phone.
0:11.0	From 4K cameras to award-winning doorbells, Arlo captures everything through one powerful AI system, Arlo Secure, because a watched over space is a safer space.
0:21.3	Arlo, 10 years of innovation in one powerful security system.
0:26.4	Find out more and get conditions at arlo.com.
0:30.9	Imagine a world without borders, where money moves between countries fast and securely,
0:37.4	all without having to build or manage a complex infrastructure.
0:42.3	Introducing Visa Direct.
0:44.6	With Visa Direct, you can move money securely to and from 195 countries in 160 currencies.
0:52.9	Move money your way.
0:55.6	Learn more at visa.com slash visa direct.
1:02.1	So Money episode 1844, everything you need to know about 529 college savings plans.
1:09.5	You're listening to So Money with award-winning money guru Farnush Torabi.
1:14.4	Each day, get a 30-minute dose of financial inspiration from the world's top business minds,
1:19.6	authors, influencers, and from Farnoose yourself.
1:23.7	Looking for ways to save on gas or double your double coupons?
1:27.4	Sorry. You're in the wrong place. Seeking profound ways to save on gas or double your double coupons? Sorry, you're in the wrong place.
1:29.7	Seeking profound ways to live a richer, happier life.
1:33.0	Welcome to So Money.
1:35.9	This financial aid question comes up all the time.
1:39.7	People fear they're not going to get financial aid if they save for college in a 529.
1:45.2	Well, guess what?
1:51.1	Financial aid is largely comprised of student loans. Most people think this is just a boatload of free money that's coming your way. While there is some of that and there are other elements
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Farnoosh Torabi, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Farnoosh Torabi and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.