#218 Retirement Investing, 529 vs Pre Paid College Plans

Happy Mother's Day! Your mom would probably want you to take control of your financial life, so listen up. We started the show with Katrina, who needs help with her financial priorities. Should she contribute to retirement, save more in her emergency reserve fund or pay down her mortgage? The answer is: YES!

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Jim has $200K to invest-what should he do? (We should all have such problems!) Also in the category of "I wish I were him/her": Both Allison and Roseanne have nearly $2 million saved for retirement and need guidance.

Brian asked about whether or not dividends are reinvested in the TSP plan, Erica is trying to decide between a standard 529 plan and a pre-paid tuition program (check out this description from FinAid); and Daniel is not sure whether or not he should participate in his company's SIMPLE-IRA plan.

Thanks to everyone who participated this week, especially Mark, the Best Producer in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
Radio ShowMark Talercio#218 Retirement Investing 529 College Plans, 529, 529 vs prepaid tuition, asset allocation, investing, Retirement Investing, retirement planning, SIMPLE IRA, Underwater