On today's episode of Great Points, Matt speaks with long-time friends Matthew and Natasha O'Rourke about their own financial journey and how they're teaching their kids about finances. From a start as self-proclaimed "F minus" financial students, Matthew and Natasha reflect on their rude awakening on entering adulthood, and how they are trying to teach their 16 and 13 year olds about money. As always, Matt Schroeder also has some great practical tips on how to introduce key money...
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On today's episode of Great Points, Matt speaks with long-time friends Matthew and Natasha O'Rourke about their own financial journey and how they're teaching their kids about finances. From a start as self-proclaimed "F minus" financial students, Matthew and Natasha reflect on their rude awakening on entering adulthood, and how they are trying to teach their 16 and 13 year olds about money. As always, Matt Schroeder also has some great practical tips on how to introduce key money...
What is the new "Trump account" and does it make sense for me?
Great Points
17 minutes
1 month ago
What is the new "Trump account" and does it make sense for me?
On today's episode, Matt explains the new "Trump Account" proposed as part of the One Big Beautiful Bill Act signed earlier this year. The new account type is set to be pre-filled with $1,000 for children born between 2025 and 2028. How much could that be worth in 65 years? What are the rules around the new account type and when might it make sense to add funds to the account as a parent? As always, the Personal Finance landscape is ever-changing. Listen in to le...
Great Points
On today's episode of Great Points, Matt speaks with long-time friends Matthew and Natasha O'Rourke about their own financial journey and how they're teaching their kids about finances. From a start as self-proclaimed "F minus" financial students, Matthew and Natasha reflect on their rude awakening on entering adulthood, and how they are trying to teach their 16 and 13 year olds about money. As always, Matt Schroeder also has some great practical tips on how to introduce key money...