Anthony O'Neal

speaker

1,191 appearances 4 recordings 1 series first heard Feb 2025 last heard 17 Aug

Anthony O'Neal’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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And it doesn't start with me when I have kids.

It starts with me today with the current mindset.

So I sat down, what's the strategy?

And then when I talked to my financial advisor, she was like, well, hey, here's the strategy.

If you want to start planning for your kids, you can open up a 529 in the state of Maryland.

You can ride off up to, I think it's what, $1,500 to $2,000.

Before they're born?

Before they're born.

Shut up.

I didn't know that.

But the 529 is going to my trust.

So that way, if something happened to me now, the money goes to my trust, right?

Right, right, right, yeah.

But because now it's like, do I want to pay the IRS that money or do I want to pay my future kids that money?

Yeah, exactly.

And then now just think about it, man.

Just think about it.

When they turn 18 and they go to school, I get to look at my kids in the face and say, you know what?

Here's a check for $150,000, $200,000 that I only put maybe $20,000, $25,000 into it.

I was thinking about you.

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