Upticks: A Financial Planning & Investment Podcast

529 Plans, Trump Accounts, and Why the Financial System Feels Rigged

September 16, 2026·36 min
Episode Description from the Publisher

How can parents and grandparents give the next generation a stronger financial starting point? Is the financial system truly rigged—or does it simply reward people who already own assets? And should investors take extraordinary cryptocurrency and national-debt predictions seriously? In this episode of Upticks, Jake shares what he learned from opening a 529 plan and Trump Account for his newborn son. Jake and Cory also examine a speculative cryptocurrency theory and discuss why asset ownership, financial literacy, access to advice, and early action can significantly influence someone's future financial opportunities. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook Get Jake's weekly blog https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake Question for Jake and Cory? Email Luke → luke@falconwealthadvisors.com Watch clips of this episode on YouTube https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4 Follow Jake and Cory https://www.instagram.com/jake_falcon_crpc/?hl=en  https://www.instagram.com/corybittnerkc/ #529plan #trumpaccounts #financialliteracy #assetownership #uptickspodcast

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