Financially Well

Listen, download, subscribe

Apple Podcasts

Spotify

The Best 529 Plans for DC Residents

Is the DC College Savings Plan a “good” 529 plan? Welcome to Financially Well, the finance podcast for Millennials. In this episode, Kevin Mahoney, CFP® will discuss 529 college savings plans, specifically how state 529 plans differ widely in the benefits they offer to the families who participate. Kevin, who specializes in financial planning for Millennial parents, regularly hears from other parents who feel very unsure about how to select a 529 plan. The different tax benefits and investment options are confusing and overly complex. Ultimately, though, a family’s financial ability to pay for a child’s education probably will depend more on how soon and consistently they invest.

• 

  The Risk of Sunlight and Tax Breaks

• 

  Turning Stillness Into Better Investment Decisions

• 

  Access (to a Mega Backdoor Roth) Matters

• 

  Turning a Loss Into a Gain

• 

  The Power of a Roth IRA For Your Child

• 

  An Alternative To Saving More Money

• 

  What You Know About Your Future Retirement

• 

  No One Taught You to Use an HSA

• 

  Monet & the Reality of Luck

• 

  Bluey & The Limits of Structure

• 

  Artificial Financial Decisions

• 

  Moneyball

• 

  15-Minute Finances

• 

  Natural Finance

• 

  Arbitrary Stupid Goals

• 

  Parting Ways With Country Music