Freedom Formula for Physicians Podcast

The decision to invest in a 529 plan is a no-brainer if you're married and have or will have children in college. The money you put away while your children are young can be used to pay for their education, even if they decide not to graduate. Let's deep dive into 529 plans to Roth! In this episode, you will discover… Talks about legislation What this legislation has changed? How can this help you in your kids' college education or future plans? Why you still shouldn't overfund your 529 plan Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409   For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name