
Sign up to save your podcasts
Or


Christian and Rod break down the major flaws of 529 plans, including their lack of flexibility, investment limitations, and potential tax penalties, and offer a superior alternative that gives you more control, liquidity, and long-term financial benefits. If you're saving for your child's education—or considering better ways to build generational wealth—this is a must-listen episode.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
By Money InsightsChristian and Rod break down the major flaws of 529 plans, including their lack of flexibility, investment limitations, and potential tax penalties, and offer a superior alternative that gives you more control, liquidity, and long-term financial benefits. If you're saving for your child's education—or considering better ways to build generational wealth—this is a must-listen episode.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast