Managing Overfunded 529 Plans: Options and Strategies

Today we are talking to a financial planner who has become a millionaire. This planner initially planned on going to dental school but changed his mind after getting accepted into a few schools and decided to pursue a career in finance. He shares some of his failures and some of his successes that we think will inspire you to grow your wealth. After the interview we will be talking about overfunded 529s for Finance 101.

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