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How to generate a lifetime of savings for a newborn
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Chuck became a grandfather for the first time on Sunday and has been planning how he will help his grandson financially for years, but today he chats with financial adviser and author Chris Carosa, author of "From Cradle to Retirement," about "Child IRAs," and how he plans to create an income for the baby and then invest that money into a Roth IRA to provide decades of tax-free growth. Carosa also discusses the new "Trump accounts," which give newborns $1,000 and allow parents to contribute more, and discusses how he would prioritize saving for a child's future.
Sudipto Banerjee, global retirement strategist at T. Rowe Price, discusses the firm's research into retirement savers which showed that younger savers tend to follow a homogeneous path as they start out, but older investors — while generally getting more conservative as they age — take personalized, diverse paths as they age and get into their retirement years.
In the Market Call, Aniket Ullal, head of ETF research at CFRA Research, discusses exchange-traded funds and why the firm's methodology has him high on developed international funds right now.
2209 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 25, 2025 19:18 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 502756618 series 30363
Chuck became a grandfather for the first time on Sunday and has been planning how he will help his grandson financially for years, but today he chats with financial adviser and author Chris Carosa, author of "From Cradle to Retirement," about "Child IRAs," and how he plans to create an income for the baby and then invest that money into a Roth IRA to provide decades of tax-free growth. Carosa also discusses the new "Trump accounts," which give newborns $1,000 and allow parents to contribute more, and discusses how he would prioritize saving for a child's future.
Sudipto Banerjee, global retirement strategist at T. Rowe Price, discusses the firm's research into retirement savers which showed that younger savers tend to follow a homogeneous path as they start out, but older investors — while generally getting more conservative as they age — take personalized, diverse paths as they age and get into their retirement years.
In the Market Call, Aniket Ullal, head of ETF research at CFRA Research, discusses exchange-traded funds and why the firm's methodology has him high on developed international funds right now.
2209 episodes
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