You might think that with the high cost of education today, having too much college savings would be the least of your concerns. But there are many circumstances in which 529 balances remain unused, particularly today when more and more children are opting to forgo college for alternative paths. Donna and Nathan discuss new options for unused 529 savings made available through the SECURE Act 2.0. Also on MoneyTalk, 7 investing lessons for 2025, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 1/14/2025; Original Air Dates: 5/28/2024 & 1/2/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.