5/31/26: Trump Accounts

FULL SHOW 6/28: Accounts for Kids

Today, Cassandra reviews the scope of savings accounts for kids, including who controls the account, its purpose, and how it's taxed. Accounts include UTMA, UGMA, Trump Accounts, Custodial Roth IRA, and more. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

FULL EPISODE 6/21: Father's Day Financial Advice & Dad's Advice On Debt

In honor of Father's Day we talk about some of the great financial advice our Dads gave us. When to save and when to spend and what to save. Thanks, Dad! See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info]. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

6/14/26: Birthdays!

Retirement milestones change as you age. In this episode, Cassandra breaks down the critical landmark birthdays that unlock new financial opportunities and shift retirement planning rules. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

6/7/26: The "Where" in Retirement

Today, Cassandra discusses how location can financially impact retirement. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

5/31/26: Trump Accounts

Today, we look at the existing terms and nuances of the newly established investment accounts for children. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].