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41: How to Find the Best Possible Certified Financial Planner (CFP) for Your Needs with Kyle Mast

BiggerPockets Money Podcast

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Is the 529 Really a Good Plan?

This gentleman had, was very self educated, very tracking a situation optimized in most of these places. But he was not setting aside money for his children's education in a 529 plan. He set that up and invested that appropriately. Then he basically had some losses on perhaps individual stocks that happened to go down that year. Hey, sell these now, offset your income by a little bit, and then buy something different.

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