We all love it when something costs less than we think it will, especially something pricey like college. If you plan to send your kids to a private university and they go to a state school, what can you do with the extra money? Listen in as Nate Reineke and Ben Utley celebrate graduation season and break down the most effective ways to save for college and what you can do with leftover 529 funds.
We also answer your colleagues’ questions.
529 vs HYSA
A cardiologist in Oregon is curious which is better for saving for an upcoming college expense, a 529 college savings plan, or a regular high-yield savings account.
529 vs State Prepaid Plan
An ENT in Florida wants to know the benefits of using the Florida prepaid plan rather than a 529 college savings plan.
Funding Private Education
A Plastic surgeon in Missouri is wondering if using a 529 is a good way to pay for private K-12.
Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It’s time to make a plan and get on track. To find out if we’re a match, visit physicianfamily.com and click get started, or you can ask a question of your own by emailing podcast@physicianfamily.com.
See marketing disclosures at physicianfamily.com/disclosures
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