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Purefinancial
Pure’s Principal, Marc Horner, CFP®, demonstrates how strategic families navigate the college funding landscape to achieve meaningful tuition savings. Transcript For many families, college is one of the largest expenses they’re gonna face. And what makes it especially difficult to plan for is how fast costs continue to rise. For decades, tuition has outpaced both […]
Pure’s Senior Financial Advisor, Matt Balderson, CFP®, AIF®, reviews strategies that families with college-bound children leverage to reduce the cost of higher education. Transcript If you have a child or grandchild heading toward college, you already know tuition costs are no joke. But how much you actually pay has a lot to do with timing, […]
Pure’s Senior Financial Advisor, Robert Canavan, CFP®, AIF®, provides recent updates on 529 accounts and dispels inaccurate misconceptions to help you get the most out of these plans. Transcript If you’re saving for a child’s college, chances are you’ve heard of a 529 plan. When used correctly, they’re one of the most powerful tools available […]
11 rapid-fire spitballs today from Joe and Big Al on Your Money, Your Wealth® podcast number 587, on everything from Roth conversions and RMDs to whether a guy named Wayne can finally treat himself to a $75K Audi. Aaron in Syracuse just hit a million...
Mark Salisbury, PhD, CEO & Co-Founder of TuitionFit, alongside Pure’s Principal, Marc Horner, CFP®, shares insights on how families can approach the college tuition process with confidence and make smarter decisions. Outline 0:00 Introduction & Overview 2:09 Education as a Pathway 4:22 College Pricing & Discounts 5:45 The College Selection Process 8:40 Starting with Price 13:43 Negotiation Strategies 22:06 Public vs Private […]
Updated for 2026: Your child getting into college is a very exciting time, but finding out the cost and figuring out how you can afford it can be quite overwhelming. Get schooled on the ABC’s of college funding as we answer some of the important questions about how to fund your kid’s college expenses without […]
Should Al and Peggy in Illinois keep hammering pre-tax retirement savings, or should they pivot to post-tax Roth for better tax diversification? Which pension option is best for their early retirement plans? Long-term care insurance premiums are going up endlessly for Eloise in Connecticut. Is...
George in Torrance wants to know the smartest way to deal with the giant UGMA account set up by his kids’ grandparents. Suzanne in Detroit has a twist on the new 529 plan to Roth rollover rule. “Homer and Marge” need a spitball on whether...
Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast number 555. Christine just retired at 59 and wants the smartest way to draw income before...
You’ve been jamming money into your retirement accounts for years now. When is it okay to slow down? Joe and Big Al spitball for Ron and Veronica in Indiana. Plus, how can Scott in Illinois bridge the gap from age 55 to retirement income at...
It’s a voice message extravaganza as Joe and Big Al talk about tax gain harvesting on Dante in New York’s daughter’s custodial account, and the tax impacts of Leon in Chicago investing in his brokerage account. The fellas also spitball on whether Michelle in San...
Why does Becca in Florida’s advisor “poo-poo” her strategy for funding 529 plans for education? Keith, commenting on Spotify, wants to know about reimbursing yourself without penalty from a 529 plan for the scholarship amount used for education, and Wendy way up north in New...
Should Jackson and Elsa from Wyoming fire their financial advisors and shop for lower fees, or switch to do-it-yourself financial planning? Can 34-year-old Bob in Texas retire early at 50, and what’s the best way for him to put an extra $30K to work? How...
As a parent, are you prepared to pay for your children’s college expenses? The numbers can be overwhelming when you look at the cost of sending your adult children to college. Pure’s Financial Planner, Brian Wolff, CFP®, AIF®, will review three investment savings plan options: 529 Plan Coverdell Account Prepaid College Tuition Plan Regardless of […]
A little ditty about Jack and Diane, who will eventually inherit about $4.5M from Diane’s parents. How do they manage the required minimum distributions? Which of three options should Matt take with his inherited IRA? Making the most of your inheritance today on YMYW 435....
