EP 273: Start Saving Early: How to Fully Fund College with a 529 Plan

On the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management dive into the importance of starting early when investing for college. They emphasize that the earlier you begin, the more you can take advantage of compound growth, making it much easier to fully fund a college education. Using tools like 529 plans, families can invest in a tax-advantaged way toward future tuition costs. Nick and Jim break down how much you need to save monthly— depending on the target school and timeline—to stay on track. Their key message: trust the process, start early, and stick to the plan.

—

Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.

Stay Connected With Us:

Podbean: findingtruewealth.podbean.com

YouTube: / @peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: Facebook.com/PeakWealthManagement

Twitter: Twitter.com/nhopwood1

www.peakwm.com