Beyond the 529 — Smarter Gifts for the Next Generation

In this episode of Wisdom to Wealth, Dr. Drew Stevens pulls back the curtain on the beloved 529 college savings plan — and reveals why it might not be the smartest legacy gift you can give. With college enrollment dropping and skilled trades rising, today’s families need flexible strategies to protect their wealth and empower the next generation’s dreams. Drew shares real stories, practical alternatives like cash value life insurance, UTMA/UGMA accounts, and family trusts, and explains how each option keeps your hard-earned money working with purpose — not penalties. If you’re ready to build a legacy that adapts to life’s changes, tune in now. Share it with your family, take notes, and walk away with proven tools to shape a future that’s about more than money — it’s about freedom, security, and impact. #WisdomToWealth #LegacyPlanning #RetirementWisdom #FamilyTrusts #529Plan #SmartGifting #FinancialFreedom #EstatePlanning #RetirementPlanning #GenerationalWealth