Senior Care Live: February 22, 2025

24/02/2025 45 min
Senior Care Live: February 22, 2025

Listen "Senior Care Live: February 22, 2025"

Episode Synopsis

Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Senior Wealth Manager and President of Rally Wealth and Benefits about 529 plans addressing contribution limits, what happens if your student does not use the fund for college, and if grandparents can contribute to a 529 plan for their grandchildren.  Bruce also reviews some common mistakes made by investors including getting a late start to investing, annuities, captive vs. independent agents, ETFs vs MFs, investing in only one fund, and not updating beneficiary designations.  #SeniorCare #SeniorCareLive #SeniorCareConsulting #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #SeniorCareAdvisor #Franchise #SeniorCareFranchise #Fiduciary #WealthManagement (800) 331-6445www.SeniorCareLive.comwww.facebook.com/SeniorCareLivewww.linkedin.com/in/stevekukerwww.twitter.com/SeniorCareLivewww.SeniorCareConsulting.com