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

Changing Beneficiaries for 529s

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!

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

4.6858 Ratings

🗓️ 19 January 2024

⏱️ 16 minutes

🧾️ Download transcript

Summary

Quint and Logan dive into 529 plans and different strategies for these accounts.

Transcript

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0:00.0

Hey, this is Daniel. Thanks for listening to DIY Money.

0:04.0

If you haven't already, be sure to give us a five-star review on iTunes so your friends know that they can learn from the show.

0:10.4

Now, enjoy the show.

0:15.4

Welcome back.

0:16.8

Ladies and gentlemen, you're listening to another edition of DIY Money.

0:20.4

DIY Money. Logan's iniwai Moni.

0:21.5

Logan's in his house.

0:23.3

In that his owls.

0:24.1

What's happening?

0:25.4

I have a question for you.

0:26.6

Hit me.

0:27.2

Because this is before Christmas, but after Christmas, what's the one thing you're looking forward to getting?

0:32.0

If you had a, is there anything you want?

0:34.2

Hmm.

0:35.1

And nothing.

0:36.1

Okay. So since it's also airing after, any great gifts you're giving this year that you're like,

0:40.4

this is a great gift?

0:42.8

Yeah, I think the most exciting gift is going to be, and it sounds silly, but my youngest son,

0:52.2

many of you know I've talked about him regularly, he is, golly, he's 12 going to be 13.

0:57.5

He is going to be the biggest kid in our family. You have to understand my oldest son is over six feet.

1:04.3

But his feet and just his body type, he's going to tower. He be six two six three i think easily but he has

1:12.7

an intellectual disability that will always keep him five or six now what we he has never had a phone

...

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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.

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