EPISODE · Aug 28, 2025 · 59 MIN
Episode 2: Emotions, UTMA's, and Stay the Course
from Smart Money Conversations · host Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish
In episode 2 we teach you how to keep emotions from overtaking your investment decision making. Use a UTMA to gift assets to minors, stay the course with a long-term investment perspective.Send us a question to: [email protected] by 32Q LLC
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Episode 2: Emotions, UTMA's, and Stay the Course
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