Episode 22: 529 Plans Beyond College, Supplemental Insurance & Community Impact

In this episode, Eric Sporing and Tara Lavelle explore smart ways to plan for your family's future, protect against unexpected expenses, and make a meaningful impact in the community.

Eric discusses how 529 plans have evolved beyond college savings, explaining how they can now be used for K-12 education, trade schools, apprenticeships, student loan repayment, and even Roth IRA rollovers in certain situations. He shares why these tax-advantaged plans are becoming an increasingly valuable part of long-term financial planning.

Tara breaks down the role of supplemental insurance, explaining how it can help cover out-of-pocket costs from accidents, illnesses, and other unexpected medical expenses. She discusses why supplemental coverage can provide added financial security alongside your primary health insurance.

They're joined by Alex Duvall, founder of Many Parts, One Body, who shares the inspiring story behind the nonprofit and its mission to serve the community through compassion, volunteerism, and practical support for those in need. Alex discusses how the organization has grown, the impact it's making, and ways listeners can get involved.

A conversation that brings together financial planning, healthcare protection, and community service—all focused on helping you prepare for the future while making a difference today.

Eric Sporing is a Registered Representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and ECS Capital Investments are separate entities from LPL Financial.

In this episode, Eric Sporing and Tara Lavelle discuss timely financial and healthcare topics, plus a closer look at what’s happening in the Blue Springs community.

Eric discusses midterm elections and the markets, including how political uncertainty, campaign rhetoric, and economic headlines can create short-term volatility. He also shares why staying disciplined and focused on long-term investing remains important during uncertain times.

Tara breaks down the benefits of working with a health insurance broker and how having someone in your corner can help make healthcare decisions feel less overwhelming, from comparing plan options to understanding coverage and costs.

Special guest Justin Stuart with Blue Springs Parks & Recreation joins the conversation to share more about local parks, youth sports, community events, hidden gems, and upcoming projects that help bring the Blue Springs community together.

A conversation focused on market perspective, healthcare guidance, and community connection.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, a registered investment advisor. Mariner Independent Advisor Network and ECS Capital Investments, Inc are separate entities from LPL Financial.

In this episode, Eric Sporing and Tara Lavelle discuss important financial and healthcare decisions that often come with major life transitions—plus some inspiration for your next getaway.

Eric breaks down the options available for your 401(k) when leaving an employer, including rollovers, tax considerations, and common mistakes to avoid when making retirement planning decisions.

Tara discusses early retirement and how individuals can bridge the gap to Medicare eligibility, covering healthcare coverage options, planning considerations, and ways to avoid unexpected costs before Medicare begins.

Special guest Casey Kiler with Blue Springs Travel joins the conversation to share summer travel ideas, destination inspiration, and tips for planning memorable vacations and stress-free getaways.

A conversation focused on retirement transitions, healthcare planning, and making the most of life along the way.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, a registered investment advisor. Mariner Independent Advisor Network and ECS Capital Investments, Inc are separate entities from LPL Financial.

In this episode, Eric Sporing and Tara Lavelle break down key topics around retirement planning, the future of healthcare, and making an impact in the Blue Springs, Missouri community and beyond.

Eric explains Required Minimum Distributions (RMDs), including when they start, how they’re calculated, and how to avoid costly mistakes. Tara dives into how AI is shaping healthcare, from improving patient care to helping providers make smarter decisions.

They’re joined by Dr. John Jones, D.C. and Gwyn Jones of Paramount Health in Independence, Missouri, who share their approach to whole-body wellness and the work they’re doing in the community. They also highlight the Undie 500 with FosterAdopt Connect, supporting local kids and families in need.

A conversation that connects financial planning, healthcare innovation, and community impact.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, a registered investment advisor. Mariner Independent Advisor Network and ECS Capital Investments, Inc are separate entities from LPL Financial.