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Content provided by Amy Seeley & Mike Bergin, Amy Seeley, and Mike Bergin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amy Seeley & Mike Bergin, Amy Seeley, and Mike Bergin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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696. NEW WAYS TO USE YOUR 529 PLAN
Manage episode 524506056 series 2531929
Content provided by Amy Seeley & Mike Bergin, Amy Seeley, and Mike Bergin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amy Seeley & Mike Bergin, Amy Seeley, and Mike Bergin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Every dollar saved for college is a dollar you won't have to borrow. But even if you can save, what's the best way to put money aside for higher education? Amy and Mike invited financial expert Joanne Dashiell to explore new ways to use your 529 plan.
What are five things you will learn in this episode?
What exactly is a 529 plan, and how does it work?
Can you talk about the two different types of 529 plans, savings and prepaid?
What are some of the tax advantages associated with using a 529 plan?
How have 2025 policy changes expanded 529 plan flexibility?
What is the one message you hope families take away about saving for college?
MEET OUR GUEST
Joanne Dashiell serves as Chief Marketing Officer at CollegeWell and Private College 529 Plan. In her current role, Joanne is responsible for leading all marketing efforts across multiple audiences and channels for CollegeWell. She brings over 20 years of higher education experience and a passion for helping families and students make their college dreams an affordable reality. Through her varied roles, Joanne has helped tens of thousands of families prepare for college by developing education and outreach programs for audiences of all ages.
As an industry expert, Joanne has delivered presentations throughout the country at national, regional, and state conferences. She serves as a resource for secondary and post-secondary professionals, providing guidance on financial aid regulations and trends in college enrollment and financing. Joanne's higher education career began in 2001, during which she spent several years working in financial aid at both public and private institutions, as well as in various roles at MEFA, ASA, and the Higher Education Assistance Group.
Joanne can be reached at [email protected].
LINKS
Can 529 Funds Be Used to Pay for Test Prep?
Private College 529 Plan | What is a 529 Plan?
Education Savings Vehicles: Know Your Options
RELATED EPISODES
697 episodes
Share
Manage episode 524506056 series 2531929
Content provided by Amy Seeley & Mike Bergin, Amy Seeley, and Mike Bergin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amy Seeley & Mike Bergin, Amy Seeley, and Mike Bergin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Every dollar saved for college is a dollar you won't have to borrow. But even if you can save, what's the best way to put money aside for higher education? Amy and Mike invited financial expert Joanne Dashiell to explore new ways to use your 529 plan.
What are five things you will learn in this episode?
What exactly is a 529 plan, and how does it work?
Can you talk about the two different types of 529 plans, savings and prepaid?
What are some of the tax advantages associated with using a 529 plan?
How have 2025 policy changes expanded 529 plan flexibility?
What is the one message you hope families take away about saving for college?
MEET OUR GUEST
Joanne Dashiell serves as Chief Marketing Officer at CollegeWell and Private College 529 Plan. In her current role, Joanne is responsible for leading all marketing efforts across multiple audiences and channels for CollegeWell. She brings over 20 years of higher education experience and a passion for helping families and students make their college dreams an affordable reality. Through her varied roles, Joanne has helped tens of thousands of families prepare for college by developing education and outreach programs for audiences of all ages.
As an industry expert, Joanne has delivered presentations throughout the country at national, regional, and state conferences. She serves as a resource for secondary and post-secondary professionals, providing guidance on financial aid regulations and trends in college enrollment and financing. Joanne's higher education career began in 2001, during which she spent several years working in financial aid at both public and private institutions, as well as in various roles at MEFA, ASA, and the Higher Education Assistance Group.
Joanne can be reached at [email protected].
LINKS
Can 529 Funds Be Used to Pay for Test Prep?
Private College 529 Plan | What is a 529 Plan?
Education Savings Vehicles: Know Your Options
RELATED EPISODES
697 episodes
All episodes
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Similar to Tests and the Rest: College Admissions Podcast
An award-winning cannabis podcast for women, by women. Hear joyful stories and useful advice about cannabis for health, well-being, and fun—especially for needs specific to women like stress, sleep, and sex. We cover everything from: What’s the best weed for sex? Can I use CBD for menstrual cramps? What are the effects of the Harlequin strain or Gelato strain? And, why do we prefer to call it “cannabis” instead of “marijuana”? We also hear from you: your first time buying legal weed, and how ...
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continue reading
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…
continue reading
If you are looking to increase your self love, confidence & self esteem then the The Confidence AND Self Esteem Podcast .com is for you. A mixture of stories, motivational talks and practical advice hosted by James Blundell. Become a supporter of this podcast: https://www.spreaker.com/podcast/confidence-self-esteem-podcast--3128218/support.
…
continue reading
1
Every Day Is Saturday Podcast For Motivation, Inspiration And Success
Self Improvement Coach Sam Crowley
1k900
One of the top motivational podcasts for 18 years and running. Motivational messages to keep you inspired throughout the week. Success comes in all shapes and sizes. Sam Crowley’s authentic message will provide the inspiration you need to conquer the challenges and claim your power.
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
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continue reading
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Real English Conversations Podcast – Real English for Global Professionals | Speak Clearly & Confidently at Work
Real English Conversations: With Curtis Davies - English Podcast
1k52
🚀 Real English Conversations – Real English for Global Professionals Are you an international professional working in English? Do you need to speak confidently and naturally in high-stakes business situations? You've just found your competitive advantage. 🎧 Welcome to the Real English Conversations Podcast — the go-to resource for intermediate to advanced English learners who want to communicate like a professional, not like a textbook. Hosted by Curtis Davies, Confidence Trainer, Pronunciat ...
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Named by Oprah as a thought leader for the next generation and one of Inc.'s 500 fastest growing companies, Marie Forleo's goal is to help you become the person you most want to be. In this show, Marie and her guests share actionable strategies for greater happiness, success, motivation, creativity, productivity, love, health, contribution and fulfillment — often with a lot of laughs. From business, marketing and career advice, to tackling failure, disappointment and fear, to philanthropy an ...
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continue reading
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