Posts tagged flexibility
Episode 14 - Retirement Roadmap: Parent Edition
Episode 14 - Retirement Roadmap: Parent Edition

Unlock the secrets of blending family life with financial freedom as we journey through the ever-changing realms of retirement and financial independence.  Explore the personalized paths that lead to a life where work is a choice, not a necessity, and freedom is the ultimate retirement plan.

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Deb MeyerWorthyNest LLCfamily finance, beyond budgets, financial planning, retirement, financial independence, family life, choices, liberty, inspiration, navigating complexity, achieving, savvy savrs, strategic planners, securing, future, work, personal goals, flexibility, Social Security, FIRE movement, challenges, multiple children, unique, marital status, location, housing situation, security, strategies, couples, early retirement, freelance work, work-life balance, aggressive saving, creative management, comfortable lifeComment
Episode 4 - Education Funding Decoded: A Deep Dive into 529 Plans
Episode 4 - Education Funding Decoded: A Deep Dive into 529 Plans

Unlock the secrets of saving for college and master the intricacies of 529 plans with this insightful podcast. Ensuring your child's future is secure is a top priority, and we're going to guide you through the complicated maze of college savings. You’ll learn:

  • The two main types of 529 plans - savings and prepaid, 

  • Tax benefits of contributions,

  • What to do if there are excess 529 plan funds,

  • How to fund private K-12 expenses, and 

  • Alternatives to college saving plans.

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Deb MeyerWorthyNest LLCfamily finance, beyond budgets, college savings, 529 plans, education, financial obligations, tax advantages, prepaid plans, savings plans, flexibility, investment risks, K-12 private school expenses, funding, tuition costs, career goals, school selection, merit-based aid, special needs ABLE accounts, individual pathComment