Should I Use a 529 Now?

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!

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

4.6 • 858 Ratings

🗓️ 29 May 2023

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of DIY Money, Quint introduces the newest member of the DIY and Joule team Allie Howard CPA MBA. Listen to them talk about 529 plans and the new strategies available for them.

Transcript

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0:00.0	Hey, this is Daniel.
0:01.6	Thanks for listening to DIY Money.
0:03.9	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.
0:10.3	Now, enjoy the show.
0:16.0	Welcome back.
0:17.3	Ladies and gentlemen, you're listening to another edition of DIY money.
0:23.8	DIY money.
0:25.0	Oh, my goodness.
0:27.0	Oh, ladies and gentlemen.
0:29.8	Wow.
0:30.6	Do we have a new podcast co-host for you?
0:36.2	Not a guest.
0:37.1	No, no. Oh, no. We're not just talking a guest here. We're talking a co-host.
0:43.4	Miss Allie, how are you? Allie, how are you? I'm fired up, Quint. It's been a long time coming.
0:49.8	It has been a long time coming. So a little bit of history. First of all, Allie is the newest employee of Jewel Financial, our proud sponsor, by the way.
0:57.3	Oh, yes.
0:58.0	Juulfinancial.com.
0:59.7	Allie and I first met, how many years ago?
1:02.8	Oh, gosh.
1:03.7	Four?
1:04.1	Four.
1:04.5	Three or four?
	...

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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.