Answering Your Questions on 529 Plans, Moving in Retirement, and CFPs
About this episode
This episode addresses listener questions about 529 plans, retirement home buying, and selecting a CERTIFIED FINANCIAL PLANNER™.
529 plans keep evolving, and the latest rule changes could impact how you save and spend for education. In this episode of the Wise Money Show, we answer listener questions about new 529 plan flexibility, including K-12 usage and the 529-to-Roth opportunity. We also tackle a common retirement challenge of how to buy or build a new home before selling your current one. Plus, we share what to look for when choosing a CERTIFIED FINANCIAL PLANNER™ and whether location really matters. Season 11, Episode 35 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/_Rk8Bv5knwI Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak…
People in this episode
Host: Kevin Korhorn
Topics covered
- 529 plans
- retirement
- financial planning
- real estate
- education savings
- CFP selection
Keywords
- 529 plans
- retirement
- financial planner
- real estate
- education savings
- K-12
- Roth opportunity
Mentioned in this episode
Organizations: Korhorn Financial Group, Silver Oak Securities, Inc., KFG Wealth Management, LLC
Products: 529 plans, CERTIFIED FINANCIAL PLANNER™
Places: K-12
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