Financial Health & Wealth Show

Today, Cassandra reviews the scope of savings accounts for kids, including who controls the account, its purpose, and how it's taxed. Accounts include UTMA, UGMA, Trump Accounts, Custodial Roth IRA, and more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

In honor of Father's Day we talk about some of the great financial advice our Dads gave us. When to save and when to spend and what to save. Thanks, Dad! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sel...

Retirement milestones change as you age. In this episode, Cassandra breaks down the critical landmark birthdays that unlock new financial opportunities and shift retirement planning rules. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, Cassandra discusses how location can financially impact retirement. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, we look at the existing terms and nuances of the newly established investment accounts for children. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, Cassandra debriefs and digests a recent webinar with Bryce Gill, economist and national speaker at First Trust, hosted by Avila Wealth. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Let's get into motherhood, legacy planning, and the ways you can plan for the future for the one's you love See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

How confident are people about their retirement? Let's dig in. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, Cassandra shines a light on some of the hazards, snares and stumbling blocks that could trip you up as you enter retirement. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, Cassandra shines some light on SEP IRAs and Solo 401(k)s for independent and small business owners. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, Cassandra continues to break down 401(k) statements. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

How do you read your 401(k) statement? Cassandra breaks it down. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, Cassandra discusses some of the rules, exceptions and nuances to consider when you're the beneficiary of various types of financial accounts. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, Cassandra talks about how to be intentional and mindful when planning to give an inheritance. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Did you know that you're still allowed to make Roth contributions for last year? Today, Cassandra talks more about Roths after she wraps up a few things from last week's show, including the HSA triple tax advantage and things to be mindful of when it comes to social security. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-i...

Retirement planning, insurance, estate planning, maximizing investments, and paying down debt. How does Avila get paid? Today, Cassandra reviews a number of the topics she discusses with potential clients during an introductory conversation. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, we dig deeper into the current state of the economy and how today's markets could effect your portfolio. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Corrections, recessions, and depressions, oh my! Today, Cassandra explains how we can respond to and be proactive ahead of a variety of market fluctuations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Examining trends and opportunities in the year ahead. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, we wrap the year with fun financial trivia. Find more info from our sources: https://www.slickcharts.com/dowjones/crash/1929 https://www.aol.com/finance/retirement-planning/article/retirement-savings-gap-by-age-164638201.html www.ssa.gov www. IRS.gov https://worldofhistorycheatsheet.com/history-of-the-amsterdam-stock-exchange/ https://wallethub.com/edu/cc/credit-card-history/25894 https://p...

Cassandra offers advice for setting financial goals and how to approach them. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Cassandra is back in studio to discuss some of the retirement savings changes coming in the new year. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Cassandra discusses life insurance, education savings, and other ways to financially set kids up. Plus, she offers some advice on how to teach children about money. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Cassandra hosted a very successful Baby Boomer focused class to answer questions about impending retirement, she shares some highlights and questions today. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Cassandra offers some tips on how to create healthy financial dialogue, goals, and boundaries in a relationship. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .