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Moms with Benefits
Samantha Saxby
47 episodes
5 days ago
Real stories from real moms navigating motherhood and their relationship with paid work. The host is a new mom seeking raw honesty on the impact motherhood has on mom careers, priorities, emotions, and finances.
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All content for Moms with Benefits is the property of Samantha Saxby and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Real stories from real moms navigating motherhood and their relationship with paid work. The host is a new mom seeking raw honesty on the impact motherhood has on mom careers, priorities, emotions, and finances.
Show more...
Relationships
Society & Culture
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529 Plans: Everything Parents Need to Know
Moms with Benefits
34 minutes 33 seconds
8 months ago
529 Plans: Everything Parents Need to Know

Are you a parent or grandparent who wants to learn more about 529s? 

529s can be a great way to save for college but can also be confusing. In this episode, we break down everything you need to know about 529s in a way that's easy to understand. We talked to financial advisor Alissa Maizes about everything 529s, including the tax benefits, when to open a 529 account, and how to pick the best option for your family.

Throughout this episode, Samantha and Alissa discuss:

  • The Importance of Financial Education

  • Understanding 529s

  • Tax Benefits of 529s

  • The Grandparent Loophole

  • What if scenarios for 529s

  • Creating a Stable Financial Future for Your Kids

If you enjoyed this conversation, you can connect with Alissa on LinkedIn, follow Amplify My Wealth on Instagram, and learn more on her website.

If you are currently expecting, or planning ahead, check out perkyleave.com to learn about your leave benefits. 

Moms With Benefits is chasing financial and emotional stability for motherhood. If you resonated with this episode, we’d love it if you would rate and review us to help spread the word. You can also find Moms With Benefits on Instagram @momswithbenefitsorg. 

Moms with Benefits
Real stories from real moms navigating motherhood and their relationship with paid work. The host is a new mom seeking raw honesty on the impact motherhood has on mom careers, priorities, emotions, and finances.