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166 - How Does This Market Impact How We Pull Funds from 529 Plans?
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
YouTube LinkedIn Website
Scott
Facebook Twitter Website
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
View all episodes
By Scott Frank
4.9
392392 ratings
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
YouTube LinkedIn Website
Scott
Facebook Twitter Website
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
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