This 529 Training Has Ended, But You Can Still Join My Other Session!
The Bulletproof Investing StrategyÂ
3-Steps To Building A Passive PortfolioÂ
Stop Letting Your Money Control You.
It’s time to break free from debt, grow your wealth, and finally make your hard-earned dollars work for YOU.
The 529 Playbook
The exact steps to strategically save for your kid's education without overpaying, guessing, or waiting until it's too late.
As Seen On
What You’ll Learn in 60 Minutes
Unlock powerful investing insights in just 60 minutes:
The Tax-Free Advantage​​​​​​​
How to grow your kid's education fund without losing a chunk of it to taxes, and the state deduction most parents don't know they qualify for.
The Right Amount, The Right Way
What to actually invest each month to keep up with rising costs, and where to put it so it's not just sitting there doing nothing.
The Real Rules (Not the Ones You've Heard)
What happens if your kid doesn't use the money, when to open an account, and how to set the whole thing up in under 10 minutes.
+ All of the insider strategies and tips you can use to maximize your child's future wealth
My story starts from very humble beginnings.
Hi, I'm Marc
Both of my biological parents struggled with addiction, so I spent 13 years in foster care before being adopted by a family in one of the poorest towns in America. I self-funded my way through college with odd jobs and student aid, then landed one of 25 spots nationwide in Vanguard's management training program, the world's largest mutual fund company.
At Vanguard, I managed 529 education savings accounts for over 6 years, helping thousands of families navigate college planning long before I ever thought about "financial coaching" as a job. In this role I learned about all the 529 strategies and rules that most of society never learned about!
But even with that expertise and a $50,000 salary, I was still living paycheck to paycheck and drowning in debt, because knowing the products isn't the same as knowing how to manage your own money.
I fixed that. Today I'm 100% debt-free with a six-figure portfolio, and I've turned what I learned into a full-time business, featured on top news outlets and trusted by 350K+ families who follow @BetterWallet for the financial education nobody handed us growing up.
Attendee Success Stories!
Get this EXCLUSIVE resource when you join the class!
100 Qualified 529 Expenses Guide
A simple guide featuring 100 eligible ways to use 529 education savings funds...from tuition and books to housing, technology, and more.
Â
Frequently Asked Questions
Do I need to already have a 529 to attend?
I don't have kids yet, is this still for me?
Will there be a replay?
Do I need anything set up before the class?
How long is the class?
What’s your teaching style like?
© 2025 BetterWallet. All rights reserved.
