Hi everybody,

Register now for the Zen Parenting 2024 Do you know there is a private feed for all Zen Talks so you can easily access all Zen Talks on your phone?  Instructions can be found here. Click here to catch the video of Zen Finance #1  or listen on the podcast app from your phone. Let me know if you’d like to be added to this micro-community

Keep on truckin’!

Todd+Cathy

Discussion & Time Stamps

00:03 529’s
00:12 rollover limits

00:14 life insurance

00:26 more 529’s (goals)

00:35 529 portfolio adjustment as the kids get closer to college

00:37 FASFA

00:45 unclaimed assets

00:47 end of the year tips