Upticks: A Financial Planning & Investment Podcast podcast artwork Upticks: A Financial Planning & Investment Podcast

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

Episode 41036 min

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Show notes

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 → [email protected]
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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