{"podcast":{"title":"It's All Money","slug":"it-s-all-money-6950266","podcast_index_feed_id":6950266,"rss_url":"https://www.spreaker.com/show/6212742/episodes/feed","website_url":"https://www.spreaker.com/podcast/it-s-all-money--6212742","image_url":"https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4cb905d658ed501955cbcd708c91eca1.jpg","author":"707 Media, Fermata Advisors","episode_count":39,"summary":"Your 401k, a classic car collection, quantitative easing and the rising cost of your fast food burger all seem like wildly different topics. And yet somehow, they all end up hitting your checking account one way or another. It's All Money draws the throughline for investing, sales, taxes, business stories, economics and day-to-day spending. Every episode is designed for you to walk away at the end with 1 useful tip to increase your financial confidence, even if (actually especially if) you knew very little about the topic at the start. Because ultimately, It's All Money . It's All Money is powered by Sonoma Wealth. The show is hosted by Sonoma Wealth Managing Principal Daren Blonski, CFP® AIF® and Marketing Director Dano Weir. Sonoma Wealth is the private wealth arm of Fermata Advisors. Fermata's holistic financial services also includes Fermata 401k and Fermata Tax. Fermata is headquartered in Sonoma, California with offices across Northern California in Santa Rosa, San Rafael, Auburn and Chico.","last_synced_at":"2026-07-19T00:19:00.018475+00:00","page_url":"https://stenobird.com/podcast/it-s-all-money-6950266"},"episode":{"title":"Trump Accounts vs 529 vs Custodial Roth: Which Could Win for Your Grandkids","slug":"trump-accounts-vs-529-vs-custodial-roth-which-could-win-for-your-grandkids","published_at":"2026-06-11T19:26:19+00:00","page_url":"https://stenobird.com/podcast/it-s-all-money-6950266/trump-accounts-vs-529-vs-custodial-roth-which-could-win-for-your-grandkids","show_page_url":"https://stenobird.com/podcast/it-s-all-money-6950266","url":"https://www.spreaker.com/episode/trump-accounts-vs-529-vs-custodial-roth-which-could-win-for-your-grandkids--72486494","audio_url":"https://api.spreaker.com/download/episode/72486494/final_audio_1.mp3","summary":"Last summer Congress created a brand new savings vehicle for minors called the “Trump Account” or 530A account. For families building generational wealth, the rules might not be what you'd expect. In the latest episode of our podcast It’s All Money, we're stacking it head-to-head against 529 accounts and the Custodial Roths to show you which one could win for your grandkids, your estate plan, and your tax bill. Marketing Director Dano Weir and Managing Principal Daren Blonski examine: The functional steps needed for your grandkids to potentially receive a one-time investment $1000 from the fed or $250 from the Dell Family. Why gift tax, Roth conversions and state tax could cause headaches for high-net worth families with Trump Accounts. The overall benefits of teaching investing to kids at an early age and potential downstream upside for their future in retirement. As with all our podcasts, we approach these real-life finance topics (that can cross in to politics) with practicality. We assess the financial aspects and share our perspective on how they may or may not fit in a client’s life. We hope you enjoy the episode. Book your Wealth Analysis right here: https://sonomawealthadvisors.com/book-your-wealth-analysis Full episode video on our YouTube channel References: https://www.congress.gov/crs-product/R48910 https://www.irs.gov/newsroom/treasury-irs-issue-guidance-on-trump-accounts-established-under-the-working-families-tax-cuts-notice-announces-upcoming-regulations https://www.federalregister.gov/documents/2026/03/09/2026-04533/trump-accounts https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title26-section530A&num=0&edition=prelim https://www.whitehouse.gov/wp-content/uploads/2025/03/Trump-Accounts-Give-the-Next-Generation-a-Jump-Start-on-Saving…","meta_description":"Last summer Congress created a brand new savings vehicle for minors called the “Trump Account” or 530A account. For families building generational wealth,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2044,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/it-s-all-money-6950266/episodes/trump-accounts-vs-529-vs-custodial-roth-which-could-win-for-your-grandkids/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/it-s-all-money-6950266/trump-accounts-vs-529-vs-custodial-roth-which-could-win-for-your-grandkids.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}