In this episode, I dive into the essentials of college savings, focusing on 529 plans and how to decide the best approach for your family. I cover the pros and cons, recent rule changes, and practical tips for making smart education funding decisions.
Key Timestamps:
00:00 - Introduction and Personal Update
01:56 - Philosophy of Education Savings
04:12 - 529 Accounts Overview
06:48 - What 529 Plans Cover
08:27 - Pros of 529 Plans
11:54 - Cons of 529 Plans
14:09 - Making the Right Decision
16:41 - Outro and Resources
More of Baskin Financial Planning:
Download the Ultimate Military Finance Checklist, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? Book an intro call with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: erik@baskinfp.com
www.baskinfp.com/post/70