
Today, David Brooks and Director of Wealth Management Josh Cheatle discuss the new "Trump Accounts" (Section 530A accounts), explaining how families can take advantage of government seed money and long-term investing to build wealth for the next generation. They also break down the latest Social Security funding projections, what they could mean for future retirees, and why having a personalized retirement income plan is more important than reacting to political headlines.
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Ep 451. Advisor Talk: The Tax Mistakes Most Retirees Never See (Part 1)

Ep 450. Buffett Cuts off Donation to Gates Foundation

Ep 449. Safeguarding the Retirement Nest Egg While Helping Our Children

Ep 448. Five Most Common Pitfalls in Retirement Planning
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