by Katrina Robertson | Aug 18, 2026 | 529 Plan, UTMA
This podcast on 529 and UTMAs was produced with the assistance of artificial intelligence. The content, discussion, and dialogue are based on an article at Farther. Although the podcast features two voices discussing the topic, please note that the conversation is...
by Katrina Robertson | Jul 27, 2026 | Trump Accounts
This podcast on Trump Accounts was produced with the assistance of artificial intelligence. The content, discussion, and dialogue are based on an article at ACTEC. Although the podcast features two voices discussing the topic, please note that the conversation is...
by Katrina Robertson | Jul 23, 2026 | Roth IRA
This podcast on Roth conversions was produced with the assistance of artificial intelligence. The content, discussion, and dialogue are based on two articles: one from Schwab and one from Vanguard. Although the podcast features two voices discussing the topic, please...
by Katrina Robertson | Jul 6, 2026 | Stock Market
This podcast on the history of the stock market was produced with the assistance of artificial intelligence. The content, discussion, and dialogue are based on two articles: one from NYSE.com and one from sofi. Although the podcast features two voices discussing the...
by Katrina Robertson | Jun 22, 2026 | Economy
This podcast on recession readiness was produced with the assistance of artificial intelligence. The content, discussion, and dialogue are based on an article from Charles Schwab. Although the podcast features two voices discussing the topic, please note that...
