166 - How Does This Market Impact How We Pull Funds from 529 Plans?
Aug 24, 2022•23 min
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Episode description
Scott and James discuss how this market impacts how we pull funds from 529 plans.
Planning Points Discussed
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
5:49 - Stocks & Bonds Correlation
9:58 - Cash Flow & Risk Level
14:49 - What Is A Good Rate?
18:50 - Additional Expenses
16:57 - Debt & Real Estate
21:27 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
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