Edvest with Khaleel Ali

May 13, 2023 00:43:44
Edvest with Khaleel Ali
Money Sense
Edvest with Khaleel Ali

May 13 2023 | 00:43:44

/

Hosted By

Karen Ellenbecker

Show Notes

Heather Deaton, EIG Wealth Advisor, speaks with Khaleel Ali, Edvest College Savings Consultant, about 529 Savings plans; how they work, why to use them and tax advantages. Get clarity on common misconceptions.

Other Episodes

Episode 63

May 28, 2019 00:43:45
Episode Cover

5-26-19 - Anne Mank - Simple Rules of Personal Finance

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses simple tips to help with personal finance with Anne Mank, CPA, CFP®, EIG Wealth Advisor.

Listen

Episode 31

May 21, 2019 00:41:58
Episode Cover

9-16-18 - Jim Larson - 2018 Medicare Updates

Listen

Episode 94

March 30, 2020 00:44:23
Episode Cover

3-28-20 - Melissa Tosetti - The Savvy Life

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from...

Listen