529 Plans Are More Flexible Than You Think

529 Plans Are More Flexible Than You Think

As another school year gets underway, a lot of families are thinking about more than school supplies and busy schedules. In this episode, Gretchen Muller and Ryne Oller discuss education planning: where the conversation should start, how 529 plans really work, and why they're far more flexible than most people realize.

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Episoder(49)

Why Your Portfolio Needs a Lifeboat | A Conversation with Baird’s Warren Pierson

Why Your Portfolio Needs a Lifeboat | A Conversation with Baird’s Warren Pierson

Most investors focus on stocks, but the bond market is actually larger, and it can play a critical role in protecting your portfolio when markets get rocky.In this episode of Financial Perspectives, G...

11 Jul 23min

Chief Master Sergeant to CFP: Military Benefits and the New Trump Accounts

Chief Master Sergeant to CFP: Military Benefits and the New Trump Accounts

In this special edition of Financial Perspectives, Daniel Hawthorne, Air Force veteran, SERE specialist, retired Chief Master Sergeant, and advisory team manager at Foster Group, joins Director of Com...

29 Jun 18min

Care Planning: Financial Strategies for Disability, Special Needs, & Elder Care

Care Planning: Financial Strategies for Disability, Special Needs, & Elder Care

Care planning often feels like something that applies to someone else. In reality, it touches nearly every family. In this episode of Financial Perspectives, Director of Communications Gretchen Muller...

14 Jun 18min

Planning for Inflation: What You Can, and Can’t, Control

Planning for Inflation: What You Can, and Can’t, Control

In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communi...

18 Mai 16min

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Gretchen Muller, Director of Communications, and Wes Crill, Vice President and Senior Client Solutions Director for Dimensional Fund Advisors Global Client Group, discuss how markets price uncertainty...

10 Apr 24min

Investing through Uncertainty: Our Perspective on the Iran Conflict and Markets

Investing through Uncertainty: Our Perspective on the Iran Conflict and Markets

Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on...

25 Mar 13min

A New Chapter for Financial Perspectives with Gretchen Muller

A New Chapter for Financial Perspectives with Gretchen Muller

In this episode of Financial Perspectives, Kent Kramer introduces Gretchen Muller, Foster Group’s Director of Communications. Gretchen shares her background in investment research, teaching, and commu...

18 Mar 15min

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