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Arista Wealth PodcastAuthor: Paul L. Moffat
Building wealth seems harder than it actually is. This podcast is designed to be a roadmap, cutting through the clutter, to teach you about important topics that show you how invest in yourself and save money the right way. We will also be your life coach through important financial and educational topics, teaching you what is important and how to navigate each topic. Language: en-us Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 97: The New Trump Accounts and the Power of Early Investing
Friday, 26 June, 2026
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss Trump Accounts, a new tax-advantaged savings program designed to help families invest for their children's future. Launching on July 4, 2026, these custodial investment accounts provide eligible children with a government-funded contribution and allow families to continue building wealth through additional annual contributions.Paul and Jordan explain how the accounts work, who qualifies, contribution limits, investment options, and the long-term benefits of starting early. They also discuss how these accounts can promote financial literacy, encourage long-term investing habits, and demonstrate the power of compounding growth over multiple decades.Unlike traditional education-focused savings vehicles, Trump Accounts offer flexibility for future goals, including home purchases, business opportunities, retirement savings, and other wealth-building objectives. This episode provides a practical overview of one of the newest savings programs available to American families.In this episode:● What Trump Accounts are and who qualifies● The government's $1,000 contribution for eligible children● Annual contribution opportunities for parents, grandparents, and guardians● Investment options available within the accounts● How the accounts transition at age eighteen● The power of compounding and long-term investing● Ways these accounts can support future financial goals beyond educationThe opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.🌟Get in touch with us by clicking the links below!🌟Go to Aristawealth.com for other tools, tips, and resources.Website: https://www.aristawealth.com/Facebook: https://www.facebook.com/AristaWealth/LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
