College Savings ‘Making the Grade’

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Investing, Education, Business

4.7 • 3.1K Ratings

🗓️ 4 October 2010

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today's show is a follow-up to a show we did back in February 2009 titled "529 College Savings and 'The 2009 Stimulus'". Now that we have had a decent run up in the financial markets, we have the ability to look back in time and see how well those "best" and "worst" plans have done. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Brian Preston, The Money Guy.
0:02.9	Restoring order to your financial chaos, retirement, investing, taxing.
0:08.8	You've got financial questions, he's got financial answers.
0:12.4	It's Brian Preston, The Money Guy.
0:15.2	Welcome to The Money Guy Show.
0:16.4	I'm your host, Brian Preston, and this one's going to be kind of interesting.
0:20.1	I'm going to jump in and just a second, but I need to throw in a few words
0:23.8	about something I talked about on the previous podcast.
0:26.0	But let me go ahead and give the show intro information.
0:28.8	This is The Money Guy Show.
0:30.5	Go check us out at money-guy.com.
0:33.5	You can also write the show at Brian, B-R-I-E, and at money-guy.com.
0:38.3	And we really appreciate you joining us.
0:40.0	If you're just new to the whole Money Guy concept to listen to our podcast,
0:44.1	you should know my day job is I'm actually a certified public accountant,
0:47.3	a certified financial planner, and a personal financial specialist,
0:51.3	and a member of NAPFA, meaning I'm only a fee-only financial advisor.
0:56.7	We don't do commissions, we don't sell insurance.
0:59.6	We are trying to do everything we can to help you grow your back pocket.
1:03.8	Now, I'm also joined by my co-host.
1:07.2	That might be the first time I've called you a co-host.
1:10.2	Bo Hanson.
	...

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