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Latest / TaylorMade Retirement with Taylor Demars, CFP®

First-Time Grandparents: How You Can Help Build Lasting Wealth

Becoming a grandparent often brings a new question: how can you help create opportunities for the next generation? In this episode, Taylor explores several ways grandparents can support their grandchildren financially while maintaining flexibility and control. He discusses how different strategies can align with different goals, whether you're thinking about education, retirement, or creating a lasting family legacy.

Here’s what we discuss in today’s show:

🎁 Grandparent Goals: Helping grandkids for life

🎓 529 Power: Flexible long-term planning tool

📈 Roth Head Start: Decades of tax-free…

The skinny

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