Published Jul 10, 2023

Ask HTM - Prepaid College Plans, Maturing Savings Bonds, & Settling the Roth vs Trad 401k Debate #694

Explore the intricacies of prepaid college plans, maturing savings bonds, and the Roth vs. Traditional 401k debate with expert insights on optimizing financial strategies, student credit building, and life insurance considerations, tailored to align with personal financial goals and circumstances.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/How to Money

Ask HTM - Prepaid College Plans, Maturing Savings Bonds, & Settling the Roth vs Trad 401k Debate #694

Topics covered

Popular Clips

Investing vs. Saving

Beer and Retirement Funds

Credit Score Strategies

College Savings Strategies

Prepaid College Plans

Credit Cards for Students

Life Insurance Insights

Credit Card Considerations

Financial Flexibility

Premium Life Insurance

Saving for College

Roth vs. Traditional

Behind the Headlines

Building Credit Wisely

Episode Highlights

Prepaid Education Plans

Investment and Savings Strategies

Credit Building for Students

Life Insurance Considerations

Related Episodes

Ask HTM - Roth vs. Trad 401k, Lower Credit Score After Paying Off CC Debt, and Talking with Parents About Investing Episode #244

Ask HTM - Investing in Bonds, New Student Loan Interest Rates, and Insurance Brokers #190

Ask HTM - Utilizing Roth Contributions in a Pinch, SAVE Plan for High Earners, & Buying a Home to Save Money #847

Ask HTM - Timing a Roth IRA Conversion, Attacking Debt or Saving for Retirement, and Budgeting for Housing Expenses #202

Ask HTM - Paying Off Balance Transfer Cards, Emergency Funds while House Hacking, and What to do when Inheriting a 401k #168

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Ask HTM - Investing in Gold, Paying Extra Towards a Mortgage, and Opening a Flexible Account for Kids #140

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Ask HTM - Student Loans Blocking Roth IRA contributions, Tapping Retirement Funds After a Layoff, & Going with a Health Sharing Plan to Save Big #496

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Ask HTM - Buying New or Used Cars in a Crazy Market, Stocks vs Real estate, & Converting or Rolling Over a 401k #580

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Ask HTM - Prepaid College Plans, Maturing Savings Bonds, & Settling the Roth vs Trad 401k Debate #694

Topics covered

Popular Clips

Episode Highlights

Prepaid Education PlansMatt Altmix discusses the intricacies of prepaid college plans and 529 plans, highlighting their benefits and limitations. He provides insights into choosing the right savings strategy based on individual circumstances and future plans.

Prepaid Education Plans

Investment and Savings StrategiesExploring strategies for maturing savings bonds, Matt Altmix provides insights on optimizing their value and the benefits of cashing them in. He also compares investing versus saving, highlighting the importance of aligning financial strategies with personal goals.

Investment and Savings Strategies

Credit Building for StudentsThe discussion on student credit cards highlights the importance of timing and guidance in building financial literacy. Matt Altmix provides insights into how early exposure to credit can help students develop responsible financial habits.

Credit Building for Students

Life Insurance Considerations

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