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

Over or Under Funding a 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!

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

4.6858 Ratings

🗓️ 13 September 2023

⏱️ 16 minutes

🧾️ Download transcript

Summary

On this episode of DIY Money, Quint and Allie talk about over or under funding a 529 plan when saving for education.

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, this is Daniel. Thanks for listening to DIY Money. 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. Now, enjoy the show.

0:16.0

Welcome back. Ladies and gentlemen, you're listening to another edition of DiA. Why Money.

0:21.7

DiAwa Money.

0:22.6

Hey, before we begin, I want to give a precursor to an upcoming episode I'm super excited about.

0:28.4

We're bringing back some of the interviews.

0:30.9

We've finally got a little bit refocused on this and who we are interviewing and why and so forth.

0:37.2

And we have one coming up.

0:39.1

I'll sort of tease for the next few episodes just to kind of prepare you because it's, it's a 60

0:46.3

minutes or so, but it is an amazing podcast with a woman, her name. Oh, my goodness. I just,

0:53.7

Lauren. Thank you. I just went, I was like cheerful baker. goodness, I just... Lauren.

0:54.7

Thank you.

0:56.4

I just went, I was like cheerful baker.

0:58.1

Well, I know her moniker.

0:59.3

And get it together, man.

1:02.3

Cheerful baker, Lauren Jacobs, thank you very much.

1:14.8

But her DIY money story of how she went from, you know, making some cookies at home to now putting her son through college while selling,

1:18.6

you know, what, cookie cutters via mail?

1:25.1

I mean, her appearance on the Christmas baking or the cookie baking show or whatever it was on the cooking channel.

1:27.0

It was just amazing my

1:28.1

butchering things you're laughing at me because it's the cooking show and it was on the

1:32.0

cook she did cooking things with cookies on the channel with the cooking anyways it's

1:37.1

gonna be awesome you guys should listen we have clearance clearance roger roger what's our

...

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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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