Working with a CFP® November '19 Edition (Ep. 66)

episode

Upticks: A Financial Planning & Investment Podcast not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

Related

recent transcribed audio

The Songs of John Farnham: A Living Legend | Tony Cochrane (23.09.26) 7 min · 23 Sep 2026 · Whateley

Las 10 de Erazno, el Chokolatazo, Parodias, 1h 29m · 23 Sep 2026 · Erazno y La Chokolata El Podcast

Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans 55 min · 23 Sep 2026 · All-In with Chamath, Jason, Sacks & Friedberg

Optics of Alastair Clarkson's brunt sacking | The Eminently Sensible Phil Davis (23.09.26) 1 min · 23 Sep 2026 · Whateley

The Eminently Sensible Phil Davis | Whateley (23.09.26) 13 min · 23 Sep 2026 · Whateley

The impact of Zak Butters' homecoming | The Eminently Sensible Phil Davis (23.09.26) 1 min · 23 Sep 2026 · Whateley

Report any issue

Source

Recorded08 Nov 2019

Publisherfalconwealthadvisors.libsyn.com ↗

Handlerec:11711775

Show notes

In this week's episode of Upticks, "Working with a CFP® November '19 Edition", Jake Falcon, CRPC® and James Lewis, CFP® take a deeper dive into savings plans for children. They begin by discussing 529 Plans. They take an in-depth look at who can open a 529 Plan, who can be a beneficiary, how a 529 Plan works and much more. Next, they discuss Uniform Trust for Minors Account or UTMA. Jake and James define what a UTMA is, talk about the benefits, how it differs from a 529 Plan, and much more. Tune in to learn more about savings plans for children!

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Sign in