529 Plans Demystified: What Families Need to Know in Today’s Education Landscape

Building Wealth with Intention

Episode 122: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with financial advisor and accountant Dave Scott for a thoughtful conversation about the habits, mindset, and life experiences that shaped his financial journey. Dave shares how growing up in a structured military household, running a 150‑client paper route in fifth grade, and navigating early financial missteps ultimately led him to a career he now considers his dream job. Dave opens up about raising two sons through the University of Michigan engineering program, why he believes kids benefit from having “skin in the game,” and how even small, consistent contributions toward education savings can build long‑term confidence. He also highlights the overlooked estate documents families should have in place before a child heads off to college. Jennifer and Dave explore the psychology of money, the importance of communication within couples, and why understanding cash flow, not just budgeting, is the true foundation of financial clarity. Guest: Dave Scott https://www.linkedin.com/in/david-scott-cfp%C2%AE-636b8a38/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

529 Plans Demystified: What Families Need to Know in Today’s Education Landscape

Episode 121: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with Tricia Scarletta, who leads the education savings business at JP Morgan Asset Management, for a deep dive into 529 plans. Tricia breaks down how 529s work, the surprising range of qualified expenses, from two and four-year colleges to trade schools, apprenticeships, tutoring, K–12 tuition, and even special‑needs supports. She also explains the new ability to roll unused funds into a Roth IRA, a feature that can jump‑start a young adult’s retirement savings. Tricia shares her own family’s journey navigating education planning, highlighting why starting early matters even when the future feels uncertain.   Guest: Tricia Scarletta https://www.linkedin.com/in/triciascarlata/ [https://www.linkedin.com/in/triciascarlata/]   Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Protecting Your Money in a Digital World

Episode 120: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits with Washoe County District Attorney Chris Hicks, who shares what he’s seeing behind the scenes as financial scams targeting seniors continue to rise. Chris breaks down how schemes work, why fear and urgency make people vulnerable, and the real cases where victims lost up to $500,000. He offers practical ways to slow down, verify information, and protect yourself or loved ones from cybercrime. Chris also reflects on the personal money memories that shaped him, a conversation designed to build awareness and strengthen financial confidence during Financial Literacy Month. Guest: Chris Hicks https://www.linkedin.com/in/chris-hicks-27373714/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Pulling Back the Curtain on America’s Healthcare

Episode 119: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with Katie Talento, a healthcare policy expert, former White House health advisor, and epidemiologist who now builds health plans for employers. Katie Lento pulls back the curtain on what’s driving America’s healthcare crisis from misaligned incentives to hidden pricing to the trillion‑dollar interests shaping patient outcomes. Katie shares her unexpected path from global public health to Capitol Hill to the White House, and why she ultimately chose to work outside the system to create more healthcare solutions. Katie also opens up about the money lessons she learned from her economist father, the financial infidelity she experienced firsthand and how she and her husband navigate money and business ownership. Guest: Katie Talento https://www.linkedin.com/in/katytalento/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

The Making of an Unyielding Leader: A Journey Through Scarcity, Self‑Belief & Financial Transparency

Episode 118: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell welcomes Taryn Huget, a senior leader at LPL Financial, for an inspiring conversation about unyielding leadership, overcoming fear, and the money memories that shaped her relationship with financial independence. Taryn opens up about the word her colleagues used to describe her—unyielding—and how discipline, determination, and purpose have guided her both personally and professionally. She shares the powerful influence of her grandmother, the early experiences that made her acutely aware of money differences among peers, and how those childhood insecurities still echo in adulthood. She also reflects on her journey from being terrified of public speaking in college to confidently presenting on a stage of 10,000 people, the mentors who pushed her forward, and the mindset shift that changed everything. Taryn discusses the financial infidelity she grew up with, silence around money, and how she’s breaking that cycle by creating open, healthy conversations with her own children. Guest: Taryn Huget https://www.linkedin.com/in/taryn-huget-97936653/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.