Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Ben in Orlando Florida who asks, “what are the primary mistakes people make when saving money for college?” John-Marks helps Ben understand why using a 529 plan only might be costing Ben tax savings through the AOTC which many people do not understand can’t be combined on the same college expense.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question about recent changes to retirement plan contributions for those in the age ranges of 60 - 63. Additionally at the end of the video John-Mark helps viewers think about if these dollars should be placed into pre-tax or after-tax accounts within your retirement account.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question about the recent tariffs imposed by President Trump on Mexico, Canada and China. Will these tariffs harm the US economy like the establishment economists would lead you to believe or is there something else that could happen, like we saw from 2016 - 2020 when the US imposed tariffs on steel, washers and other industrial goods.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question about how to tell if your investment strategy is outdated. He'll walk you through five questions you can ask yourself and your financial advisor about your portfolio to see if you should make changes.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/