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Retire SMART Podcast

Ep 444. Trump Accounts; Take Advantage Now!

July 16 · 11 min · Episode 452 · 23.4 MB
0:00-11:56

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Today, David Brooks and Director of Wealth Management Josh Cheatle discuss the new "Trump Accounts" (Section 530A accounts), explaining how families can take advantage of government seed money and long-term investing to build wealth for the next generation. They also break down the latest Social Security funding projections, what they could mean for future retirees, and why having a personalized retirement income plan is more important than reacting to political headlines.