Trump Accounts vs. 529s: What’s Right for Your Family? episode artwork

EPISODE · Sep 2, 2025 · 13 MIN

Trump Accounts vs. 529s: What’s Right for Your Family?

from The Retirement Referee with Brooks Bernhagen · host Brooks Bernhagen

Is your retirement plan built to handle life’s curveballs? In this episode, Brooks Bernhagen dives into the critical concept of risk tolerance—how it’s measured, why it changes, and what it means for your financial future. From market shifts to major life events, Brooks explains how to keep your retirement strategy aligned with your evolving goals. Plus, a look at the newly introduced “Trump Accounts” and how they compare to traditional savings options for children and grandchildren. Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Sep 2, 2025

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Trump Accounts vs. 529s: What’s Right for Your Family?

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This episode is 13 minutes long.

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This episode was published on September 2, 2025.

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Is your retirement plan built to handle life’s curveballs? In this episode, Brooks Bernhagen dives into the critical concept of risk tolerance—how it’s measured, why it changes, and what it means for your financial future. From market shifts to...

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