Episode 13

Investment Accounts for Children and Grandchildren - 03/22/2025

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March 22nd, 2025

52 mins 54 secs

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wealth management wclo uncommon cents investing sheena hanson retirement planning retirement radio show portfolio management podcast personal finance money john berkley investment strategy investing financial planning financial advice finance economic insights cfp budgeting

About this Episode

More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence. In this episode, John is joined by Krista Berkley, who shares insights on investment accounts for children and grandchildren, such as UTMAs, minor Roth IRAs, and 529 plans, stressing the benefits of early financial planning.

For more resources or to schedule an intro call, visit uncommoncentsinvesting.com.

Disclosure: Uncommon Cents Investing is a registered investment advisor with the SEC. This content is for informational purposes only and should not be construed as personalized investment advice. For full disclosures, visit Uncommon Cents Investing’s ADV and Form CRS.