Allocation in 529 Plan

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Real Estate, Education, Investing, Self-improvement, Business, Money

4.6 • 858 Ratings

🗓️ 28 November 2025

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

Logan and Allie talk about ways to allocate 529 accounts and how to adjust allocation over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcript

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0:00.0	Hey, this is Ali, and thanks for listening to the show. Give us a five-star review where you listen and share this episode with someone who might need to hear it. Now, enjoy the show.
0:13.4	What's up, everybody, and welcome back to another edition of the IWA Money.
0:18.2	The Iwap Money. Logan, you need to tell the people, and me, honestly, I saw you today for like two minutes, I feel like in the office.
0:25.6	We were ships passing in the night, but I went the full lowdown on this appetizer competition.
0:31.2	Oh, this was fire.
0:32.2	That you told me about yesterday.
0:33.2	Yeah, yeah, this was really good.
0:34.4	So we had a friend of ours, close friends, that threw an appetizer party, and they invited all these people.
0:41.7	And I think there was probably 13 people there or so.
0:44.3	And every person had to bring an appetizer that they made.
0:48.3	Like homemade, had to be homemade, although some people cheated that rule, but had to be as close to homemade as possible.
0:54.3	And it was really cool.
0:56.7	They had a bunch of random dips and things.
0:59.3	I learned words that I did not know before.
1:01.8	Well, when I asked you earlier, you were saying some really fancy.
1:04.9	Yeah.
1:06.3	Bursheta.
1:06.7	Bersheta dip was the winner.
1:08.0	Bershita dip was the winner.
1:09.2	Not like, you know, brichita where it's already made, but a dip that you could go for. That was phenomenal. There was one that had, like, candied pecans and prosciutto. That was fantastic. And then one of the really, really good ones was Berea, Beiria, Beiria.
1:29.0	Yeah. Beiria sliders. Are you sure that's right? Because Daniel did not correct you when you said that earlier today. Well, if Daniel didn't correct me, then it's got to be right. No, but you said it a different way earlier. That checks out. I don't know. Daniel would know. I think you said
1:42.5	Baria
	...

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Generated transcripts are the property of Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.