AI Snips
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Episode notes
FI Changes How Work Bothers You
- Jim Dahle reflected on being financially independent and how small workplace hassles bother him more.
- He described declining enthusiasm for credentialing hassles for a part‑time ED shift as an example.
When 529s Make Sense For K–12 Tuition
- Avoid routing K–12 tuition through a 529 if your state gives no tax benefit for immediate withdrawals.
- Use a 529 for K–12 only if you can leave funds invested for years to earn tax-free gains.
How I Bonds Earn Interest
- Buy I Bonds at TreasuryDirect and hold at least five years to avoid the three-month interest penalty.
- Interest compounds semiannually and the rate you get locks for six months from issue.