Latest / TaylorMade Retirement with Taylor Demars, CFP®

Financial Gifts for Grandkids: Smart Moves or Costly Mistakes?
Becoming a grandparent changes everything, including how you think about money. For many families, the natural instinct is to help financially. But the “how” matters just as much as the heart behind it. In this episode, Taylor tackles a listener’s question about the best ways to financially support grandchildren. The key is to give in a way that doesn’t compromise your own retirement and strategy that aligns with your long-term goals.
Here’s what we discuss in today’s show:
💰 Grandparent Planning: Investing wisely for a newborn
🎓 529 & Brokerage: Education vs flexible investing
🇺🇸 Trump…
The skinny
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