Podcasts about 529 plan

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Best podcasts about 529 plan

Latest podcast episodes about 529 plan

Divorce Master Radio
How to Plan for Education Expenses After Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jun 13, 2025 1:52


You & Your Money
529 Plan Most Frequent Q&As

You & Your Money

Play Episode Listen Later Jun 11, 2025 7:13


- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

Financial Focus Radio Show
Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)

Financial Focus Radio Show

Play Episode Listen Later Jun 9, 2025 78:08


This week's show covers budget deficits and the bond market, international developed market stocks, the modern 529 plan, and more!

Financial Focus Radio Show's tracks
Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)

Financial Focus Radio Show's tracks

Play Episode Listen Later Jun 9, 2025 78:08


This week's show covers budget deficits and the bond market, international developed market stocks, the modern 529 plan, and more!

Radio Monmouth
Edward Jones Presents Financial Focus with Ryan Painter: 'Observe Save for Education Day with a 529 Plan'

Radio Monmouth

Play Episode Listen Later May 26, 2025 3:33


Whether your children are in grade school or high school, they'll be leaving for college or trade school before you know it. With the cost of education rising, now is the time to prepare for that day.

Finding True Wealth Podcast with Nick Hopwood, CFP
EP 273: Start Saving Early: How to Fully Fund College with a 529 Plan

Finding True Wealth Podcast with Nick Hopwood, CFP

Play Episode Listen Later May 19, 2025 8:47


On the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management dive into the importance of starting early when investing for college. They emphasize that the earlier you begin, the more you can take advantage of compound growth, making it much easier to fully fund a college education. Using tools like 529 plans, families can invest in a tax-advantaged way toward future tuition costs. Nick and Jim break down how much you need to save monthly— depending on the target school and timeline—to stay on track. Their key message: trust the process, start early, and stick to the plan. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com

WSJ Your Money Briefing
A 529 Plan Isn't the Only Way to Save for College

WSJ Your Money Briefing

Play Episode Listen Later May 8, 2025 8:35


The 529 plan isn't your only option for funding your child's education. Wall Street Journal contributor Cheryl Winokur Munk joins host Julia Carpenter to talk about the pros and cons to alternative college savings vehicles.  Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Atlanta Business Radio
Invest in Your Child’s Future: Why the 529 Plan is a Game Changer for Education Savings

Atlanta Business Radio

Play Episode Listen Later Apr 17, 2025


In this episode of Atlanta Business Radio, Stone Payton talks with Bethany Whetzel from the Georgia Path2College 529 Plan. They discuss the benefits and features of the state-sponsored 529 college savings plan, which helps families save for future educational expenses with tax advantages and various investment options. Bethany explains qualified education expenses, the importance of […] The post Invest in Your Child’s Future: Why the 529 Plan is a Game Changer for Education Savings appeared first on Business RadioX ®.

WBEN Extras
WBEN's Tom Puckett on whether you should worry about your 529 plan?

WBEN Extras

Play Episode Listen Later Apr 8, 2025 1:03


WBEN's Tom Puckett on whether you should worry about your 529 plan? full 63 Tue, 08 Apr 2025 07:51:55 +0000 hY4nu8YEd6rCGvWO7GGOfZmPzogTAQV9 news & politics,news WBEN Extras news & politics,news WBEN's Tom Puckett on whether you should worry about your 529 plan? Archive of various reports and news events 2024 © 2021 Audacy, Inc. News & Politics News False https://player.amperwavep

The LearnLikeaCPA Show
Why I Won't Use a 529 Plan for My Kids College

The LearnLikeaCPA Show

Play Episode Listen Later Apr 7, 2025 14:35


Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors► Join here: ⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠In this episode, I explore the best strategies to save for your kids' college education, breaking down the pros and cons of 529 plans, Roth IRAs, and taxable brokerage accounts. From understanding state-specific tax advantages to leveraging the flexibility of brokerage accounts, I explain how to balance tax benefits, investment control, and flexibility. Whether you're planning for scholarships, trade school, or a traditional college education, this episode provides actionable insights to build a smart, tax-efficient plan for your child's future.Timestamps:00:00:00 Intro: Why saving for kids' education is critical00:01:07 529 plans: State-specific options, pros, and cons00:03:49 Limitations of 529 plans and how to roll over unused funds to a Roth IRA00:06:41 Roth IRA for kids: Flexibility, benefits, and income requirements00:09:24 Why Roth IRAs are a powerful wealth-building tool for education and beyond00:10:19 Taxable brokerage accounts: The overlooked education savings option00:12:31 How gifting stocks to kids in low tax brackets can eliminate taxes00:13:25 Combining strategies: Creating a comprehensive savings plan00:14:05 Key factors: Tax benefits, flexibility, and control over investments00:15:00 Closing thoughts: How to align education savings with your financial goalsInterested in working with me? Apply here:► https://taxstrategy365.com/apply?el=podcastLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/► Twitter: https://x.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa*None of this is meant to be specific investment advice, it's for entertainment purposes only.

Smart Living
Are you saving for your child's education? AZ 529 Plan offers tax advantages and investment options

Smart Living

Play Episode Listen Later Mar 8, 2025 11:31


Parents! Are you saving for your child's education? The Arizona 529 Plan offers tax advantages and flexible investment options—starting at just $15/month! Kids can enter the AZ 529 Art Contest to win $529 for their savings plan! Learn more at SmartShopperDaphne.com

Degree Free
Ask Ryan and Hannah: What to Do with a 529 Plan If College Isn't the Plan (DF#189)

Degree Free

Play Episode Listen Later Mar 5, 2025 37:53


Join us as we dive into the topic of managing funds in a 529 plan.  We address a question from a parent who is uncertain about how to handle the money in their child's savings plan if college is not pursued. What You'll Learn: - Exploring the tax advantages and qualified expenses associated with 529 plans - Discussing options such as changing beneficiaries, rolling over funds to a Roth IRA, or using the funds for education paths like trade schools or apprenticeships - Highlighting the implications of withdrawing funds from a 529 plan, including tax penalties and advice from financial professionals Join us as we navigate the complexities of managing a 529 plan and provide valuable insights on making informed decisions regarding education savings.  Whether you're a parent planning for your child's future or seeking education paths, this episode offers practical advice and considerations to help you navigate the financial landscape. Ready to set your teen on the path to success after high school?  Apply for our Degree Free Launch Program and let's build them a personalized career roadmap: https://degreefree.com/launch/ To keep up with everything Degree Free check out our website: https://degreefree.com/ Your questions, answered on air!  Head over to https://ask.degreefree.com/ and Ryan and Hannah will answer your question on the podcast! Want to help your 16-20 year old build the life they want without wasting 5 and half years and going into crippling student debt? Get your copy of "The Degree Free Way" workbook! Guide your 16-20 year old to jobs that help them reach their goals. All while saving time and money. Discover personalized career options and clear direction with this comprehensive workbook set. Get "The Degree Free Way" Workbook here → http://degreefree.com/book

Physician Family Financial Advisors Podcast
What Physicians Should Think About Funding Their 529 plan

Physician Family Financial Advisors Podcast

Play Episode Listen Later Feb 12, 2025 26:45


Episode Summary:In this episode, Nate Reineke and Ben Utley discuss important considerations for physicians when funding their 529 plans. The hosts share insights from personal experiences, highlight the significance of effective savings strategies, and address listener questions related to college savings and financial planning.Key Takeaways:- Funding a 529 Plan: Physicians should consider their financial goals and the educational needs of their children when deciding how to fund their 529 accounts.- Managing Bonuses: Strategies for directing quarterly bonuses into consistent savings can enhance overall financial stability.- Evaluating Financial Products: Understanding various financial products, including donor advised funds, plays a crucial role in effective tax management.- Balancing Family and Finances: The importance of balancing quality family time with financial responsibilities can lead to a more fulfilling life.Call to Action:For more information, visit www.physicianfamily.com.Disclosure: See marketing disclosures at www.physicianfamily.com/disclosures.Closing Thought:Remember, you're not just making a living; you're making a life. Pursue what lights you up!

CBS Eye on Money
Are We Taking the Right Steps?

CBS Eye on Money

Play Episode Listen Later Jan 23, 2025 21:40


We're in our mid 30s with two young children and would like to know if we are taking the right steps to set us up for financial success?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Tips for Paying Down Debt

CBS Eye on Money

Play Episode Listen Later Jan 21, 2025 12:44


With nearly half of Americans carrying credit card balances month-to-month, here's some tips on how to pay down debt.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Saving and Investment Priorities at 30

CBS Eye on Money

Play Episode Listen Later Jan 16, 2025 17:39


I'm a 30-year-old physician in residency training and I have reached some significant financial goals in the last year, and I'm wondering what I should be doing with my extra cash flow?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The College Investor Audio Show
Can A 529 Plan Be Used For Dual Enrollment?

The College Investor Audio Show

Play Episode Listen Later Jan 15, 2025 10:44


Dual enrollment allows you to earn college credit while you're still in high school. Doing so can help you save money on the total cost of your education while preparing you for a more rigorous course load once you start college.A 529 plan can be used for dual enrollment but there are some things you should be mindful of before you withdraw funds from your account.

CBS Eye on Money
Achieving Your Financial Goals in 2025

CBS Eye on Money

Play Episode Listen Later Jan 14, 2025 11:50


What's your financial goal for 2025? Saving more money? Paying off debt? Going all Roth all the time? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Should I Do a Career Reset?

CBS Eye on Money

Play Episode Listen Later Jan 9, 2025 16:06


As a career government employee, should I take my pension and do a career reset?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Where to Park Real Estate Proceeds?

CBS Eye on Money

Play Episode Listen Later Jan 7, 2025 17:43


Once a piece of property is sold, where's the best place to park the proceeds?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Do I Need a Formalized Financial Plan?

CBS Eye on Money

Play Episode Listen Later Jan 2, 2025 23:06


After doing it on my own for many, many years, is there any reason why I would need a formalized financial plan?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Your Money, Your Wealth
Defusing a Future Tax Bomb With Roth Conversions - 510

Your Money, Your Wealth

Play Episode Listen Later Dec 31, 2024 33:12 Transcription Available


Does it make sense for Alex and his wife in Massachusetts to do Roth conversions now to the top of their eventual tax bracket? Steve in San Diego got serious about saving for retirement after Joe and Big Al gave him some tough love 5 years ago. Is he good to retire now, and should he convert to Roth? That's today on Your Money, Your Wealth® podcast number 510 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, can Barbara in New Jersey's grandson move excess 529 funds to a Roth and withdraw the money after 5 years? PWare has a cunning plan to gift appreciated stock to avoid capital gains tax, but will it work? Should Mike create a limited liability company for his rental properties? And finally, qualified charitable distributions don't make sense to GetSmart Paul. Sherri in California wonders if her kids can inherit her savings account without any tax penalty, and whether there's a safe, high-yielding investment she should put it in. And Houry in New York wonders if her IRA can fund a charitable remainder unitrust, or CRUT. Access free financial resources and the episode transcript: https://lnk.to/ymyw-510 DOWNLOAD The Complete Roth Papers Package DOWNLOAD The Retirement Readiness Guide WATCH Retirement Pop Quiz: 18 Questions to Get You Ready to Retire on YMYW TV LISTEN to Steve in San Diego's 2019 question Al: "Maybe you gotta live in a trailer somewhere." Joe: "that side hustle, you better be able to do that in a wheelchair." LISTEN to YMYW Podcast Best of 2021, 2022, and 2023 REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis SCHEDULE: free financial assessment SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:08 - Should We Do Roth Conversions to Our Eventual Tax Bracket? (Alex, MA) 07:51 - YMYW Tough Love Made Me Get Serious. When Can I Retire? Should I Do Roth Conversions? (Steve, San Diego, CA) 14:11 - Download the Complete Roth Papers Package for free 14:59 - Can Grandson Withdraw 529 Funds From Roth After 5 Years? (Barbara, NJ) 18:37 - Can We Avoid Capital Gains Tax With This Appreciated Stock Gifting Strategy? (P Ware) 20:57 - Should I Create an LLC for Rental Properties? (Mike, voice) 23:00 - Qualified Charitable Distributions Don't Make Sense to Me (GetSmart Paul, YouTube) 24:59 - Watch the Retirement Pop Quiz on YMYW TV, Download the Retirement Readiness Guide for free 25:45 - Do My Kids Inherit My Savings Account Without Tax Penalty? What's a Safe, High-Return Investment for Them? (Sherri, CA) 27:18 - Can an IRA Fund a Charitable Remainder Unitrust? (Houry, NY) 31:43 - Outro: Next Week on the YMYW Podcast

CBS Eye on Money
On Track After Some Curveballs?

CBS Eye on Money

Play Episode Listen Later Dec 31, 2024 23:15


After having a couple of curveballs thrown at us, are we still on track to accomplish our financial goals?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
More Money, More Anxiety

CBS Eye on Money

Play Episode Listen Later Dec 26, 2024 16:48


I have a new job, higher salary, and quite a bit more in investments. Yet I'm still feeling anxious when it comes to my finances. Can you help?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Planning for Retirement in Your 40s

CBS Eye on Money

Play Episode Listen Later Dec 24, 2024 10:05


People in their 40s face major financial pressures, from helping their children pay for college to affording a mortgage. But it's still critical that they also concentrate on planning for retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Can We Buy a Home Overseas?

CBS Eye on Money

Play Episode Listen Later Dec 19, 2024 19:46


Our dream is to live in Spain part-time once we retire in about six years. Given our current finances, can we pull it off?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Are We Getting Used to High Prices?

CBS Eye on Money

Play Episode Listen Later Dec 17, 2024 13:12


What if part of our ability to better absorb higher prices is due to the fact that we have essentially acclimatized to them?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Paying Myself in Retirement

CBS Eye on Money

Play Episode Listen Later Dec 12, 2024 20:21


With retirement just days away, I'm apprehensive about losing the paycheck every two weeks and knowing how to pay myself. Can you help?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Maximize Your Holiday Donations

CBS Eye on Money

Play Episode Listen Later Dec 10, 2024 16:00


This is the time of year that you might be thinking about charitable giving, so here are a few best practices to keep in mind.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Tripped Up by Analysis Paralysis

CBS Eye on Money

Play Episode Listen Later Dec 5, 2024 25:48


My husband and I find ourselves in situation where we don't know what to do with $200,000 we have sitting in our savings account.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Just Married, Now What?

CBS Eye on Money

Play Episode Listen Later Dec 3, 2024 19:57


I recently got married and now I'm wondering what the next best steps financially are for my wife and me.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Happy Thanksgiving!

CBS Eye on Money

Play Episode Listen Later Nov 28, 2024 2:29


Gobble, gobble, happy Thanksgiving from Jill and Mark!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Clark Howard Podcast
11.26.24 BEST OF: Saving For College: 529 Plan Update / Upside Down Car Loans

The Clark Howard Podcast

Play Episode Listen Later Nov 26, 2024 31:36


Happy Thanksgiving Week! Please enjoy this Best Of episode. Clark returns December 2nd with new ways to Save More, Spend Less and Avoid Getting Ripped Off! Clark has news for parents and grandparents saving for a child's college education. Also in this episode, reversals in the auto industry are landing many existing car loans underwater. What to do if you are upside down in a car loan. 529 Plan Update: Segment 1 Ask Clark: Segment 2 Upside Down Vehicle Loans: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Use the 529 Grandparent Loophole to Maximize College Savings Best 529 College Savings Plans By State Rollovers From a 529 Plan to Roth IRA: What to Know Target Date Funds: Clark's Favorite Retirement Investment How To Find and Choose a Financial Advisor Car values plummet, putting car loans underwater More car owners are underwater on loans because of lower trade-in values What Is Gap Insurance? Definition, How It Works, When to Buy How to Buy a Used Car in 7 Steps Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

CBS Eye on Money
Tax-Efficient Rebalancing

CBS Eye on Money

Play Episode Listen Later Nov 26, 2024 15:09


Is there a tax-efficient way to rebalance when it involves a taxable brokerage account?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Retirement Alphabet Soup

CBS Eye on Money

Play Episode Listen Later Nov 21, 2024 22:13


I recently switched employers and now I'm looking for advice on how best to consolidate all of my different retirement accounts.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Year-End Money Moves

CBS Eye on Money

Play Episode Listen Later Nov 19, 2024 16:51


With just a few weeks left in 2024, here's some practical tips to help you save or even earn extra cash by the new year.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Money Can't Buy You Time

CBS Eye on Money

Play Episode Listen Later Nov 14, 2024 18:59


I have been contemplating when we can retire and I would like a second opinion to help put my mind at ease.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
A Surging Market and Another Rate Cut

CBS Eye on Money

Play Episode Listen Later Nov 12, 2024 12:45


The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Are We Saving Too Much?

CBS Eye on Money

Play Episode Listen Later Nov 7, 2024 21:23


With pensions on the horizon, are we saving too much money for retirement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
The Holiday Spending Season Is Upon Us

CBS Eye on Money

Play Episode Listen Later Nov 5, 2024 12:00


A recent study reveals Gen Z and Millennials are most likely to make impulse buys during the holidays than Gen X and Baby Boomers. I joined CBS Mornings Plus with tips to make smarter spending decisions as gift-giving season nears.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Can I Retire Next Year?

CBS Eye on Money

Play Episode Listen Later Oct 31, 2024 18:58


I want to retire next year at the age of 62 after working at the same company for 35 years. Can I do it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Popcorn Finance
473: Does a 529 Plan Hurt Our Kid's Chances for a Scholarship?

Popcorn Finance

Play Episode Listen Later Oct 29, 2024 10:16


Could saving for your kid's college cost them a scholarship? This week we are answering this question that was sent in by a listener with the help of Certified Financial Planner Marguerita Cheng. Connect with Marguerita Cheng Book: More Than Money | Twitter Subscribe to the FREE Popcorn Finance Newsletter - PopcornFinance.com/Newsletter Want to submit a question to the show? Send an email to questions@popcornfinance.com  Send me a message at PopcornFinance.com/Voicemail  Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok  Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify! Learn more about your ad choices. Visit megaphone.fm/adchoices

CBS Eye on Money
A Guide to Estate Planning

CBS Eye on Money

Play Episode Listen Later Oct 29, 2024 14:12


A new survey shows the number of Americans with a will has decreased by 6% from last year, even though the majority say having a will is important. I joined CBS Mornings to discuss what to know about estate planning and your will.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
How to Handle Lump Sum Payout

CBS Eye on Money

Play Episode Listen Later Oct 24, 2024 20:37


We recently found out that my husband, thanks to his job, will be coming into a large chunk of money. What should we do with it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
The Struggling Sandwich Generation

CBS Eye on Money

Play Episode Listen Later Oct 22, 2024 15:34


Many people in their 50s are part of the so-called "sandwich generation" of workers who support both young relatives and aging parents. Roughly 5 million U.S. households fall into this category, and as a result, the sandwich generation faces challenges saving for retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
How to Handle Large Inheritance

CBS Eye on Money

Play Episode Listen Later Oct 17, 2024 21:33


After receiving a large inheritance, what steps should we be taking to best navigate our financial future? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Considering Pre-Retirement Adjustments

CBS Eye on Money

Play Episode Listen Later Oct 15, 2024 14:30


A pre-retirement adjustment we are considering is discontinuing my wife's 403(b) contributions and redirecting those funds to increase contributions to our taxable brokerage account. Does this make sense?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Financial Priorities and Parenthood

CBS Eye on Money

Play Episode Listen Later Oct 10, 2024 14:28


I joined CBS Mornings with some financial advice to help parents save money while also juggling the expenses of parenthood.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
A Strong Economy and Planning for the Unknown

CBS Eye on Money

Play Episode Listen Later Oct 8, 2024 17:03


As the economy added 245,000 jobs in September, exceeding the expectations of most economists, a large chunk of the country has been dealing with natural disasters. I joined CBS Mornings to discuss. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
How to Pay for College

CBS Eye on Money

Play Episode Listen Later Oct 3, 2024 18:56


My wife and I are trying to figure out how to pay for college for our youngest son and we're in need of some suggestions.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.