# Answering Your Questions on 529 Plans, Moving in Retirement, and CFPs

Page: https://stenobird.com/podcast/the-wise-money-show-1423829/answering-your-questions-on-529-plans-moving-in-retirement-and-cfps
Text version: https://stenobird.com/podcast/the-wise-money-show-1423829/answering-your-questions-on-529-plans-moving-in-retirement-and-cfps.md
Podcast: [The Wise Money Show™](https://stenobird.com/podcast/the-wise-money-show-1423829)
Published: 2026-04-18T14:00:00+00:00
Episode link: https://planman.podbean.com/e/answering-your-questions-on-529-plans-moving-in-retirement-and-cfps/
Audio file: https://mcdn.podbean.com/mf/web/ucmkiybj287duw34/April_18_podcast657vq.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-wise-money-show-1423829/episodes/answering-your-questions-on-529-plans-moving-in-retirement-and-cfps
Duration seconds: 2527

## Resource

529 plans keep evolving, and the latest rule changes could impact how you save and spend for education. In this episode of the Wise Money Show, we answer listener questions about new 529 plan flexibility, including K-12 usage and the 529-to-Roth opportunity. We also tackle a common retirement challenge of how to buy or build a new home before selling your current one. Plus, we share what to look for when choosing a CERTIFIED FINANCIAL PLANNER™ and whether location really matters. Season 11, Episode 35 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/_Rk8Bv5knwI Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset a…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-wise-money-show-1423829/episodes/answering-your-questions-on-529-plans-moving-in-retirement-and-cfps/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-wise-money-show-1423829/answering-your-questions-on-529-plans-moving-in-retirement-and-cfps.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.