Episode 87

Navigating Market Volatility, Smart RMD Tax Planning, and Investing for the Next Generation - 08/22/2026

August 22nd, 2026

52 mins 50 secs

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customized wealth management family financial planning generational wealth 529 plan minor roth ira qualified charitable distributions required minimum distributions retirement tax planning market correction

About this Episode

John Berkley and Krista Berkley help you navigate market corrections with confidence. They demystify Required Minimum Distributions and show how Qualified Charitable Distributions can lower your tax bill. Plus, learn how to jumpstart savings for kids and grandkids using 529 college plans and Minor Roth IRAs. Discover how customized wealth planning can help secure your family's financial future.