Mason Street Retirement Insights

Trump Accounts vs. 529s: What’s Best for Your Grandkids?


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What does your risk tolerance really say about your retirement plan? In this episode, Sean Mason breaks down how emotions and pragmatism shape your investment strategy—and why revisiting risk tolerance regularly is essential. Plus, we explore the new “Trump accounts” and how they compare to 529 plans for saving toward your grandkids’ future. Whether you're decades away or already retired, Sean shares practical insights to help you align your financial decisions with your lifestyle goals.

Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.

Tune into Sean on News Talk 580 and 105.9 KMJ Saturday at 3pm.

Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public. Go to the events page to learn more and call the office, if you want to attend. https://masonstreetwealthmanagement.com/events/seminars/

Facebook: https://www.facebook.com/masonstreetwealthmanagement

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Mason Street Retirement InsightsBy Sean Mason