Episode 38

529 Plan vs. Overfunded Whole Life Insurance

When it comes to saving for college education the plan of choice for most families is the infamous 529 but is it really the best choice? Caleb revisits a topic he previously shared via a YouTube video but felt was still worth talking about today. He brings up 7 key concepts on which we can compare a 529 plan to a whole life insurance policy to help you determine which one works best for your needs.

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About the Podcast

Show artwork for BetterWealth with Caleb Guilliams
BetterWealth with Caleb Guilliams
Helping People See And Reach Their Highest Potential