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Finances can be confusing. Even though we have access to an infinite amount of information, often there is a disconnect between information and application. That’s why the GenWealth team has devoted over 15 years to bringing you straight talk about retirement, investments, and your money on the Get Ready for the Future Show. The information you need and how to apply it is right at your fingertips.

The Get Ready for the Future Show

Featured Episode

"I’m 62, just retired, and don’t plan to take Social Security until 67. Should I be converting some of my IRA to a Roth during these lower-income years?" We're answering YOUR questions on this week's Get Ready For The Future Show! ✅ We’re 70 and have three adult children. One is financially responsible, the other two—not so much. Can we structure our estate so that they’re not getting a lump sum all at once? ✅ We’re 68 and recently retired. With all the market ups and downs lately, we’re nervous. Should we move more into cash, or is that just reacting emotionally? ✅ I’m 60 and managing most of our finances online — banking, investments, even our family photos. Should digital assets be part of our estate plan, and if so, how do we do it? All this straight talk and more LIVE, Wednesday at 11:30!🎙️ - ❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there! - #financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

"I’m 62, just retired, and don’t plan to take Social Security until 67. Should I be converting some of my IRA to a Roth during these lower-income years?" We're answering YOUR questions on this week's Get Ready For The Future Show!

✅ We’re 70 and have three adult children. One is financially responsible, the other two—not so much. Can we structure our estate so that they’re not getting a lump sum all at once?
✅ We’re 68 and recently retired. With all the market ups and downs lately, we’re nervous. Should we move more into cash, or is that just reacting emotionally?
✅ I’m 60 and managing most of our finances online — banking, investments, even our family photos. Should digital assets be part of our estate plan, and if so, how do we do it?

All this straight talk and more LIVE, Wednesday at 11:30!🎙️
–
❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there!
–
#financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

YouTube Video UExzZlYxeWFSQVV1NVc1MWZ0emUxYUR6bDdrTm5CLTFnZS5GQzY2NjMwQzk5QkYwRTM0

Roth Conversion in Lower-Income Years? | The Get Ready for the Future Show

GenWealth Financial Advisors October 2, 2025 2:35 pm

Want answers to your questions about retirement, investments and your money?

Recent Episodes

"I’m 62, just retired, and don’t plan to take Social Security until 67. Should I be converting some of my IRA to a Roth during these lower-income years?" We're answering YOUR questions on this week's Get Ready For The Future Show! ✅ We’re 70 and have three adult children. One is financially responsible, the other two—not so much. Can we structure our estate so that they’re not getting a lump sum all at once? ✅ We’re 68 and recently retired. With all the market ups and downs lately, we’re nervous. Should we move more into cash, or is that just reacting emotionally? ✅ I’m 60 and managing most of our finances online — banking, investments, even our family photos. Should digital assets be part of our estate plan, and if so, how do we do it? All this straight talk and more LIVE, Wednesday at 11:30!🎙️ - ❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there! - #financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

"I’m 62, just retired, and don’t plan to take Social Security until 67. Should I be converting some of my IRA to a Roth during these lower-income years?" We're answering YOUR questions on this week's Get Ready For The Future Show!

✅ We’re 70 and have three adult children. One is financially responsible, the other two—not so much. Can we structure our estate so that they’re not getting a lump sum all at once?
✅ We’re 68 and recently retired. With all the market ups and downs lately, we’re nervous. Should we move more into cash, or is that just reacting emotionally?
✅ I’m 60 and managing most of our finances online — banking, investments, even our family photos. Should digital assets be part of our estate plan, and if so, how do we do it?

All this straight talk and more LIVE, Wednesday at 11:30!🎙️
–
❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there!
–
#financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

YouTube Video UExzZlYxeWFSQVV1NVc1MWZ0emUxYUR6bDdrTm5CLTFnZS5GQzY2NjMwQzk5QkYwRTM0

October 2nd

"I’m 54 and getting serious about retirement planning. We’ve got about $500,000 saved, but no clear budget for what retirement will actually cost us. How do we figure that out?" We're answering YOUR questions on this week's Get Ready For The Future Show! ✅ I keep hearing about rebalancing your portfolio, but I don’t really understand what that means or when I’m supposed to do it. Can you explain? ✅ I’m 47 and just changed jobs. I rolled over my 401(k), but my new employer doesn’t offer a match. Should I still use their plan or just go all-in on a Roth IRA? ✅ We’re in our early 60s and thinking about retiring next year, but we’ve never worked with a financial advisor. What should we be looking for, and how do we know who’s actually qualified? All this straight talk and more LIVE, Wednesday at 11:30!🎙️ - ❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there! - #financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

"I’m 54 and getting serious about retirement planning. We’ve got about $500,000 saved, but no clear budget for what retirement will actually cost us. How do we figure that out?" We're answering YOUR questions on this week's Get Ready For The Future Show!

✅ I keep hearing about rebalancing your portfolio, but I don’t really understand what that means or when I’m supposed to do it. Can you explain?
✅ I’m 47 and just changed jobs. I rolled over my 401(k), but my new employer doesn’t offer a match. Should I still use their plan or just go all-in on a Roth IRA?
✅ We’re in our early 60s and thinking about retiring next year, but we’ve never worked with a financial advisor. What should we be looking for, and how do we know who’s actually qualified?

All this straight talk and more LIVE, Wednesday at 11:30!🎙️
–
❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there!
–
#financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

YouTube Video UExzZlYxeWFSQVV1NVc1MWZ0emUxYUR6bDdrTm5CLTFnZS5FNDgyRjU5ODVFMTBBN0VG

October 2nd

This video is private.

This video is private.

YouTube Video UExzZlYxeWFSQVV1NVc1MWZ0emUxYUR6bDdrTm5CLTFnZS4xRjcxOEFDOTNDQUMxNjMz

September 24th

"My wife wants to retire next year at 62, but I’d like to keep working until 68. What’s the best way to plan income and investments with two different timelines?" We're answering YOUR questions on this week's Get Ready For The Future Show! ✅ I’m 60 and have both a traditional IRA and a Roth IRA. When the time comes, how do I know which one to withdraw from first? ✅ I’m 66 and thinking about gifting money to our adult kids now, instead of leaving it to them later. Are there smart ways to do this without triggering taxes or regrets? ✅ We’re both 55 and feel like we’ve done a decent job saving — about $600,000 so far. But we’ve never had an actual plan. How do we know if we’re even on track? All this straight talk and more LIVE, Wednesday at 11:30!🎙️ - ❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there! - #financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

"My wife wants to retire next year at 62, but I’d like to keep working until 68. What’s the best way to plan income and investments with two different timelines?" We're answering YOUR questions on this week's Get Ready For The Future Show!

✅ I’m 60 and have both a traditional IRA and a Roth IRA. When the time comes, how do I know which one to withdraw from first?
✅ I’m 66 and thinking about gifting money to our adult kids now, instead of leaving it to them later. Are there smart ways to do this without triggering taxes or regrets?
✅ We’re both 55 and feel like we’ve done a decent job saving — about $600,000 so far. But we’ve never had an actual plan. How do we know if we’re even on track?

All this straight talk and more LIVE, Wednesday at 11:30!🎙️
–
❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there!
–
#financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

YouTube Video UExzZlYxeWFSQVV1NVc1MWZ0emUxYUR6bDdrTm5CLTFnZS4xREM3MzQyN0U1NEIwOTNG

September 25th

"I’ve got about $400,000 in an old 401(k) from a job I left years ago. Should I leave it where it is or roll it into something else now that I’m 55?" We're answering YOUR questions on this week's Get Ready For The Future Show! ✅ I’m 61 and worried about inflation eating into our savings. We’ve got about $850,000 saved, but how do we protect our purchasing power without taking on too much risk? ✅ We’re 57 and got spooked by the market last year. We moved a big chunk of money into cash. Now we’re not sure when—or if—we should get back in. Did we mess up? ✅ We’re 63 and have some cash in the bank that we don’t need right away. Is it better to park it in a high-yield savings account or invest it for growth? All this straight talk and more LIVE, Wednesday at 11:30!🎙️ - ❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there! - #financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

"I’ve got about $400,000 in an old 401(k) from a job I left years ago. Should I leave it where it is or roll it into something else now that I’m 55?" We're answering YOUR questions on this week's Get Ready For The Future Show!

✅ I’m 61 and worried about inflation eating into our savings. We’ve got about $850,000 saved, but how do we protect our purchasing power without taking on too much risk?
✅ We’re 57 and got spooked by the market last year. We moved a big chunk of money into cash. Now we’re not sure when—or if—we should get back in. Did we mess up?
✅ We’re 63 and have some cash in the bank that we don’t need right away. Is it better to park it in a high-yield savings account or invest it for growth?

All this straight talk and more LIVE, Wednesday at 11:30!🎙️
–
❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there!
–
#financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

YouTube Video UExzZlYxeWFSQVV1NVc1MWZ0emUxYUR6bDdrTm5CLTFnZS4xNjUyOTE5MTRBMzJFRDQ5

September 18th

"How do you handle long term care if you don't qualify for long term care? What if I'm too old? What if I have health issues to preempt me from qualifying?" We're answering YOUR questions on this week's Get Ready For The Future Show! ✅ With so much of my financial life online now, how do I know if I’m really protected? ✅ I’m 61 and worried about inflation eating into our savings. We’ve got about $850,000 saved, but how do we protect our purchasing power without taking on too much risk? ✅ I’m 59 and recently remarried. We both have adult kids and separate finances. How do we make sure our assets are protected but still plan together for retirement? All this straight talk and more LIVE, Wednesday at 11:30!🎙️ - ❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there! - #financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

"How do you handle long term care if you don't qualify for long term care? What if I'm too old? What if I have health issues to preempt me from qualifying?" We're answering YOUR questions on this week's Get Ready For The Future Show!

✅ With so much of my financial life online now, how do I know if I’m really protected?
✅ I’m 61 and worried about inflation eating into our savings. We’ve got about $850,000 saved, but how do we protect our purchasing power without taking on too much risk?
✅ I’m 59 and recently remarried. We both have adult kids and separate finances. How do we make sure our assets are protected but still plan together for retirement?

All this straight talk and more LIVE, Wednesday at 11:30!🎙️
–
❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there!
–
#financialindependence #retirementincome #retirementplanning #retirement #retirementincomeplanning #financialadvisor #financialplanning #retirementlife #podcast #radioshow #radio #personalfinance #financialfreedom #genwealthfinancialadvisors #finance #money #financialeducation #financialliteracy #financepodcast #investing #investmentstrategy #investments #QandA #retirementincome

YouTube Video UExzZlYxeWFSQVV1NVc1MWZ0emUxYUR6bDdrTm5CLTFnZS5GMkQ5ODc0ODVFODMwNjM0

September 11th

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Highlights

Your Roth IRA isn’t just for retirement income—it can be the perfect bucket for future big purchases. Learn why it’s often best to keep it more aggressively invested and how it fits into your overall withdrawal strategy.

Your Roth IRA isn’t just for retirement income—it can be the perfect bucket for future big purchases. Learn why it’s often best to keep it more aggressively invested and how it fits into your overall withdrawal strategy.

YouTube Video UExzZlYxeWFSQVV1NGVfRXdDc09LLUtGMThJWlRYSmFDOC42N0Q3M0QwMUVCM0U0RDkw

Tue September 30th

Should you keep working after retirement just for the health insurance? In this video, we break down the real costs and considerations of making that decision. Here’s what we cover: ✅ Why employer coverage can seem cheaper than it really is ✅ How marketplace plans compare — premiums vs. benefits ✅ The impact of losing 401(k) contributions if you drop to part-time ✅ Special options like COBRA to bridge the gap before Medicare ✅ Why a full retirement income plan is the key to knowing what you can afford If you or your spouse are wondering whether to keep working just for the benefits, this conversation will help you weigh the trade-offs. 👉 Have a question for our team? Call or text us at (501) 381-5228 and your question could be featured on the show!

Should you keep working after retirement just for the health insurance? In this video, we break down the real costs and considerations of making that decision.

Here’s what we cover:
✅ Why employer coverage can seem cheaper than it really is
✅ How marketplace plans compare — premiums vs. benefits
✅ The impact of losing 401(k) contributions if you drop to part-time
✅ Special options like COBRA to bridge the gap before Medicare
✅ Why a full retirement income plan is the key to knowing what you can afford

If you or your spouse are wondering whether to keep working just for the benefits, this conversation will help you weigh the trade-offs.

👉 Have a question for our team? Call or text us at (501) 381-5228 and your question could be featured on the show!

YouTube Video UExzZlYxeWFSQVV1NGVfRXdDc09LLUtGMThJWlRYSmFDOC4zREU1Njg4NDUwMjQ0NDMz

Thu September 4th

Rental income sounds like easy money in retirement… until it isn’t. In this week’s Get Ready for the Future Show, we answer Jessica’s question: “We’re 53 and thinking about buying a rental property for retirement income. What should we watch out for before jumping in?” Our financial advisors share real-world experiences as landlords and walk through: ✅ Why rental income should supplement—not replace—your retirement plan ✅ The legal & tax steps you need to take (LLC, CPA guidance, liability issues) ✅ The biggest funding mistakes people make (and how to avoid them) ✅ Why your emergency fund needs to grow before buying rental property ✅ How to evaluate rents, cash flow, and potential returns realistically ✅ Alternatives to direct ownership (like REITs) if managing property isn’t for you Thinking about rental property in retirement? Make sure your financial independence isn’t at risk before jumping in. 👉 Subscribe for weekly insights on retirement, investing, and financial independence. 👉 Have a question you’d like us to answer on the show? Email show@getreadyforthefuture.com or call/text (501) 381-5228.

Rental income sounds like easy money in retirement… until it isn’t. In this week’s Get Ready for the Future Show, we answer Jessica’s question: “We’re 53 and thinking about buying a rental property for retirement income. What should we watch out for before jumping in?”

Our financial advisors share real-world experiences as landlords and walk through:
✅ Why rental income should supplement—not replace—your retirement plan
✅ The legal & tax steps you need to take (LLC, CPA guidance, liability issues)
✅ The biggest funding mistakes people make (and how to avoid them)
✅ Why your emergency fund needs to grow before buying rental property
✅ How to evaluate rents, cash flow, and potential returns realistically
✅ Alternatives to direct ownership (like REITs) if managing property isn’t for you

Thinking about rental property in retirement? Make sure your financial independence isn’t at risk before jumping in.

👉 Subscribe for weekly insights on retirement, investing, and financial independence.
👉 Have a question you’d like us to answer on the show? Email show@getreadyforthefuture.com
or call/text (501) 381-5228.

YouTube Video UExzZlYxeWFSQVV1NGVfRXdDc09LLUtGMThJWlRYSmFDOC4wOUFBRkQ2NUFFM0NBNkZG

Tue September 2nd

Not sure about when to claim Social Security with poor health? Chet wrote in with a common concern: he's in not-so-great health, and he's unsure about whether to claim Social Security early "just in case" or if he should delay and maximize his benefit. In this episode of the Get Ready for the Future Show, the team walks through what plays into your decision about when to claim Social Security! 🎯 Learn how to make informed decisions about Social Security and your retirement income. 👉 Subscribe for more retirement insights 📞 Ready to build your retirement strategy? Visit getreadyforthefuture.com #Finance #FinancialAdvisor #FinancialIndependence #FinancialPlan #FinancialPlanning #Retirement #RetirementPlan #RetirementPlanning #socialsecurity

Not sure about when to claim Social Security with poor health?

Chet wrote in with a common concern: he's in not-so-great health, and he's unsure about whether to claim Social Security early "just in case" or if he should delay and maximize his benefit.

In this episode of the Get Ready for the Future Show, the team walks through what plays into your decision about when to claim Social Security!

🎯 Learn how to make informed decisions about Social Security and your retirement income.

👉 Subscribe for more retirement insights
📞 Ready to build your retirement strategy? Visit getreadyforthefuture.com

#Finance #FinancialAdvisor #FinancialIndependence #FinancialPlan #FinancialPlanning #Retirement #RetirementPlan #RetirementPlanning #socialsecurity

YouTube Video UExzZlYxeWFSQVV1NGVfRXdDc09LLUtGMThJWlRYSmFDOC5BODgyQjdGNUQ5NUEyQTU3

Thu August 28th

Worried about running out of money in retirement? Gary wrote in with a common concern: he's in his 60s, invested mostly in stocks, and wondering how to adjust his investment strategy to account for inflation and income needs in retirement. In this episode of the Get Ready for the Future Show, the team walks through what changes in your financial playbook once you enter the Retirement Red Zone—the critical 10 years before retirement. Using real-life sports analogies and practical advice, we explain: ✅ Why diversification is more important than ever ✅ How a bucketing strategy protects against market downturns ✅ Why it's time to shift focus from growth to income and inflation protection ✅ The risks of sticking with an accumulation mindset ✅ The importance of guaranteed income sources like Social Security and annuities 🎯 Learn how to go from growth-focused to income-focused without fumbling your retirement plan. 👉 Subscribe for more retirement insights 📞 Ready to build your retirement strategy? Visit getreadyforthefuture.com #Finance #FinancialAdvisor #FinancialIndependence #FinancialPlan #FinancialPlanning #Retirement #RetirementPlan #RetirementPlanning

Worried about running out of money in retirement?

Gary wrote in with a common concern: he's in his 60s, invested mostly in stocks, and wondering how to adjust his investment strategy to account for inflation and income needs in retirement.

In this episode of the Get Ready for the Future Show, the team walks through what changes in your financial playbook once you enter the Retirement Red Zone—the critical 10 years before retirement. Using real-life sports analogies and practical advice, we explain:

✅ Why diversification is more important than ever
✅ How a bucketing strategy protects against market downturns
✅ Why it's time to shift focus from growth to income and inflation protection
✅ The risks of sticking with an accumulation mindset
✅ The importance of guaranteed income sources like Social Security and annuities

🎯 Learn how to go from growth-focused to income-focused without fumbling your retirement plan.

👉 Subscribe for more retirement insights
📞 Ready to build your retirement strategy? Visit getreadyforthefuture.com

#Finance #FinancialAdvisor #FinancialIndependence #FinancialPlan #FinancialPlanning #Retirement #RetirementPlan #RetirementPlanning

YouTube Video UExzZlYxeWFSQVV1NGVfRXdDc09LLUtGMThJWlRYSmFDOC5CNTZGMjVCRkQxNjhERDA1

Wed June 18th

Thinking about starting a 529 plan but not sure if it’s the right move? In this episode, we answer a listener question from Andrew, a father of two approaching age 40, who's trying to decide between opening a 529 college savings plan or continuing to invest in a regular brokerage account. Our financial advisors break down: - When a 529 plan makes the most financial sense - Why your own retirement plan should come first - The tax benefits and new flexibility of 529s (including Roth IRA rollovers!) - Key differences between a 529, UTMA, and after-tax investment account If you're a parent trying to balance education savings with your long-term financial independence, this discussion is for you. 👉 Subscribe for more practical financial advice. 📅 Schedule a meeting with a GenWealth Advisor: https://getreadyforthefuture.com/get-in-touch/ 🎧 Listen to more retirement conversations: https://open.spotify.com/show/4qJdSnH8Ig5qAD2JkGOiv2?si=dd82bef7e64540ce #FinancialAdvisor #FinancialPlanning #FinancialPlan #College #CollegePlanning #Education #EducationCosts

Thinking about starting a 529 plan but not sure if it’s the right move? In this episode, we answer a listener question from Andrew, a father of two approaching age 40, who's trying to decide between opening a 529 college savings plan or continuing to invest in a regular brokerage account.

Our financial advisors break down:

– When a 529 plan makes the most financial sense
– Why your own retirement plan should come first
– The tax benefits and new flexibility of 529s (including Roth IRA rollovers!)
– Key differences between a 529, UTMA, and after-tax investment account

If you're a parent trying to balance education savings with your long-term financial independence, this discussion is for you.

👉 Subscribe for more practical financial advice.

📅 Schedule a meeting with a GenWealth Advisor: https://getreadyforthefuture.com/get-in-touch/

🎧 Listen to more retirement conversations: https://open.spotify.com/show/4qJdSnH8Ig5qAD2JkGOiv2?si=dd82bef7e64540ce

#FinancialAdvisor #FinancialPlanning #FinancialPlan #College #CollegePlanning #Education #EducationCosts

YouTube Video UExzZlYxeWFSQVV1NGVfRXdDc09LLUtGMThJWlRYSmFDOC41RDVERUI0MDM0NTlGRkQx

Tue June 17th

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