The Retirement Clinic-9-6-25 – Saving Money for Children and Grandchildren

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

Jeff Kowal and Aaron Spitzner discuss utilizing 529 plans and UTMA accounts to save money for children and grandchildren. Then dive into senior scams and cyber fraud and examine how you can protect the people you care about. Jeff and Aaron wrap up the show with thoughts on how you can protect your child’s inheritance.

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This episode is 44 minutes long.

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This episode was published on September 19, 2025.

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