Episode 13: Investment Accounts for Children and Grandchildren - 03/22/2025 episode artwork

EPISODE · Mar 22, 2025 · 52 MIN

Episode 13: Investment Accounts for Children and Grandchildren - 03/22/2025

from More for Your Money · host Uncommon Cents Investing

More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence. In this episode, John is joined by Krista Berkley, who shares insights on investment accounts for children and grandchildren, such as UTMAs, minor Roth IRAs, and 529 plans, stressing the benefits of early financial planning. For more resources or to schedule an intro call, visit uncommoncentsinvesting.com. Disclosure: Uncommon Cents Investing is a registered investment advisor with the SEC. This content is for informational purposes only and should not be construed as personalized investment advice. For full disclosures, visit Uncommon Cents Investing’s ADV and Form CRS.Special Guest: Krista Berkley.

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Episode 13: Investment Accounts for Children and Grandchildren - 03/22/2025

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