147: How to Achieve Your 2026 Money Goals
Rich Habits Podcast
Q&A: 529 Rollover into 401(k)
They explain 529-to-401(k) rollover rules, timing constraints, and options for remaining balances.
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share a framework you can use when implementing your money goals for 2026 that optimizes for behavior, and not outcomes.
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⭐ Download our FREE Financial Planner – click here
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👤 Explore everything Austin does – click here
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❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram
📬 Inquire about working together – christian@witz.vc
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Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
Hankwitz Group LLC has an existing business relationship with NEOS Investment Management LLC. The opinions expressed are those of the author, and the author owns several NEOS ETFs.
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