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Ep 43: Mailbag – 529 Plans, Financial Advisors, & RMD Withdrawals

Today we open up the mailbag to get to a few of the questions that have come into the show and we’ll hit on a few different financial topics that might also apply to your life.

From saving for college to working with multiple financial advisors to RMD withdrawals, this episode will touch on three items that come up frequently in our conversations. If you ever have a question for us, send it in and we’ll do our best to feature it on a future episode.

Here’s some of what we’ll discuss in this episode:        

  • Is the 529 plan the best option for saving for retirement? (2:24)
  • Does it make sense to work with two advisors for your financial planning? (7:11)
  • Can you take your RMD withdrawals and invest it immediately into something else? (11:10)

If you’re ready to start putting off your financial planning, we make it easy to set up a time to meet and have that first appointment. Visit our online calendar here to begin.


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