Joel O'Leary

speaker

227 appearances 1 recordings 1 series first heard Jul 2026 last heard 11 Jul

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

Trend

recordings per month · last 12 months

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

newest first · ▶ plays the moment

My feeling is to just keep doing what you're doing.

I personally don't see Trump Counts having a massive enough benefit to switch strategies on whatever you're doing.

If you've got a 529, they're perfect for college.

And even if education doesn't work out for them, there are other flexible alternatives to use that money or exit options.

If you've got a working teen, a Roth IRA is just get started with that, a custodial Roth IRA.

They need earned income, but you avoid all taxes going forward.

It's pretty amazing.

Personally, my kids don't qualify for the $1,000 free seed money.

I will open up an account if it becomes a work benefit for me.

Again, matched money is good for me.

Um, I have custodial brokerage accounts for my kids.

Personally, I love custodial brokerage accounts just because, uh, there's really no big restrictions.

Uh, I can put in whatever contributions I want.

There's no limit.

I've got full control of investment options.

I can switch brokers.

I can avoid fees.

Uh, I'm a nerd.

So I love that stuff.

And then when the kid turns 18 or when my boys turn 18, I'm going to hand this account over to them and they can do whatever they want with it.

Showing 161–180 of 227 · page 9 of 12