Mastering College Savings: 529 Plans and Financial Planning Insights

Saving for college is one of the biggest financial decisions families face—but with the right tools and guidance, it doesn’t have to be overwhelming. In this episode, PCM’s Andrew Randisi and Christopher Mallon join Lesley Buck to break down the key strategies for education planning, including the advantages of 529 plans, the pros and cons of UGMA/UTMA accounts, and how financial aid factors into the equation. They also discuss new legislation that allows unused 529 funds to be rolled into a Roth IRA, the FAFSA process, work-study considerations, and how to approach private loans thoughtfully. If you’re a parent just starting to save, a grandparent looking to help, or someone facing the college payment years now, this episode offers practical insights to help you plan with clarity and confidence. 🎧 Listen in to learn how to make the most of your college savings plan—and set your family up for success. Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

You can listen to Mastering College Savings: 529 Plans and Financial Planning Insights online on Radio and Podcast. Open the player on this page to stream the available audio.

Mastering College Savings: 529 Plans and Financial Planning Insights is an episode from Reinvent Rich with Irvin Schorsch by Irvin Schorsch.

This episode is 21:13 long.

This episode was published on Jul 3, 2025.

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