.png)
Can I Retire Now?
Welcome to the Can I Retire Now? Podcast!
Where savvy financial insights meet relatable wisdom. With almost two decades in the industry, Nick Russell and his wife Becky Wagoner bring a dynamic perspective to help you navigate your unique financial landscape.
Join us as we decode the intricacies of your financial world, offering tailored strategies for dream retirement plans and protection against life's storms.
Discover what truly matters in your financial life, gain insights on relationships and money, and maybe even share a good laugh.
Your journey to financial well-being starts here.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity. 6052 Turkey Lake Rd #101, Orlando, FL 32819. Main Telephone: (407) 351-3476
Can I Retire Now?
How 529 Plans Can Set Your Kids Up for Financial Success (Ep.10)
Saving for your kid’s college doesn’t have to mean sacrificing your own financial security.
Nick Russell and Becky Wagoner explore the ins and outs of 529 plans, the versatile college savings vehicles that can do so much more than just cover tuition fees. From understanding the tax advantages to exploring the flexibility and contributions limits, Nick and Becky break down everything you need to know about these financial tools.
Nick and Becky discuss:
- The fundamentals of 529 plans and their tax benefits
- Differences between 529 plans and prepaid tuition plans
- The versatility of 529 funds for various educational and related expenses
- How 529 plans can potentially impact your retirement planning and financial future
- And more
Connect with Sunrise Wealth Advisors: