EPISODE · Dec 17, 2022 · 33 MIN
Financial Gifting Strategies for Grandparents: Ways to Pass Wealth onto Younger Generations
from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors
The holiday season is upon us, and so is the stress of what to get for the loved ones in our lives. You could purchase the latest toy or technology. But what if you want to step outside of the proverbial gift box and do something for your kids or grandkids that will last longer than the newest version of the iPhone? That’s where this episode of Gimme Some Truth comes in. Nate and Mitch gather in our somewhat festive studio to discuss financially-minded gift options that have the potential to keep on giving – contributions to accounts like a 529 savings plan, 401k, or Roth IRA for your younger generations of loved ones. And while it’s a holiday-minded topic, as Nate reminds us, these types of gifts don’t have to be given just during the holidays. Questions about this topic or other things you'd like us to cover in future episodes? Send us an email at [email protected]. LINKS Investor.gov Compound Interest Calculator: https://bit.ly/3Wr8LUi Watch on YouTube: https://youtu.be/2LTfuwc_6t4 Walkner Condon's YouTube Channel Contact Us Meet with an Advisor
What this episode covers
The holiday season is upon us, and so is the stress of what to get for the loved ones in our lives. You could purchase the latest toy or technology. But what if you want to step outside of the proverbial gift box and do something for your kids or grandkids that will last longer than the newest version of the iPhone? That’s where this episode of Gimme Some Truth comes in. Nate and Mitch gather in our somewhat festive studio to discuss financially-minded gift options that have the potential to keep on giving – contributions to accounts like a 529 savings plan, 401k, or Roth IRA for your younger generations of loved ones. And while it’s a holiday-minded topic, as Nate reminds us, these types of gifts don’t have to be given just during the holidays. Questions about this topic or other things you'd like us to cover in future episodes? Send us an email at [email protected]. LINKS Investor.gov Compound Interest Calculator: https://bit.ly/3Wr8LUi Watch on YouTube: https://youtu.be/2LTfuwc_6t4 Walkner Condon's YouTube Channel Contact Us Meet with an Advisor
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Financial Gifting Strategies for Grandparents: Ways to Pass Wealth onto Younger Generations
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