Scott and James discuss how this market impacts how we pull funds from 529 plans.

Planning Points Discussed

• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

5:49 - Stocks & Bonds Correlation

9:58 - Cash Flow & Risk Level

14:49 - What Is A Good Rate?

18:50 - Additional Expenses

16:57 - Debt & Real Estate

21:27 - Aligning Your Financial Goals

LET'S CONNECT!

James

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Scott

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