Beware of broker-sold, high-fee, 529 college savings plans

Written By Don McDonald

In this episode Don and Tom take call about 529 Plans, real estate, retirement, Roth IRAs, mortgages and more! They share valuable advice on building better portfolios, dealing with inheritances and determining your risk tolerance.

Don’t let a broker set up a 529 plan for you!

Real estate purchases and things to consider.

Deciding the right time to go into retirement.

What percentage of your Roth IRA should be bonds?

Better portfolios for a better future!

Why it is better to have single accounts rather than across multiple institutions.

Losing money safely versus earning money with risk.

Creating a 529 for nieces and nephews.

Should you pay off your mortgage off?

Talking Real Money Twitter — https://twitter.com/talkrealmoney

Financial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557

Vestory — https://vestory.com/

Vanguard — https://about.vanguard.com/

Venmo — https://venmo.com/

My529 — https://my529.org/

Don McDonald
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