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Money Guy Show

The Ultimate Guide to 529 Plans: What Every Parent Needs to Know

Money Guy Show

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

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.62.8K Ratings

🗓️ 3 November 2017

⏱️ 52 minutes

🧾️ Download transcript

Summary

We address many of the important questions parents have about how they should save toward their children's future education costs. Which tools are available? Which ones are the best for your situation? Don't go anywhere, because we cover that and a whole lot more in this week's installment of The Money Guy Show.

Read more in the show note at http://www.moneyguy.com/2017/11/the-ultimate-guide-to-529-plans-what-every-parent-needs-to-know

Transcript

Click on a timestamp to play from that location

0:00.0

On Today's show, we're going to be able to figure out which five 29 plans have done their

0:04.8

homework and which ones haven't because Morningstar has their college savings report card.

0:11.1

All that and more on today's podcast.

0:13.7

It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,

0:20.6

investing, taxing.

0:22.6

You've got financial questions, he's got financial answers.

0:26.2

It's Brian Preston, the money guy.

0:30.7

Do you miss your plush animal costume, the dragon costume?

0:34.7

I feel pretty excited that it's not 4,000 degrees right now as we record the show.

0:39.3

I'm smart. I turned on the air conditioner today.

0:41.4

Whereas that would have probably paid off handsomely if I would have turned on the air conditioner

0:45.8

before we put on.

0:46.7

Was the AC down on the whole time?

0:48.1

No, it really was 126 degrees in here when we could show less.

0:51.5

What?

0:51.6

Rocky Moon.

0:52.4

If you're wondering what we're talking about guys, go check out the last show that we did.

0:58.0

It was our Halloween episode where I was dressed up as Jon Snow.

1:04.0

I think I greatly disappointed my wife on that.

1:07.0

I think she had much higher expectations on the Jon Snow that I was able to pull off.

1:12.7

Right.

1:13.2

Then, Bo, you were one of my trusty dragons that looked like the best description

...

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Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

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