Answering Your Questions on 529 Plans, Moving in Retirement, and CFPs

Podcast: The Wise Money Show™ · Korhorn Financial Group

Opublikowano: 2026-04-18

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 mee...