The Retirement Referee with Brooks Bernhagen

Trump Accounts vs. 529s: What’s Right for Your Family?


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Is your retirement plan built to handle life’s curveballs? In this episode, Brooks Bernhagen dives into the critical concept of risk tolerance—how it’s measured, why it changes, and what it means for your financial future. From market shifts to major life events, Brooks explains how to keep your retirement strategy aligned with your evolving goals. Plus, a look at the newly introduced “Trump Accounts” and how they compare to traditional savings options for children and grandchildren.

Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!

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The Retirement Referee with Brooks BernhagenBy Brooks Bernhagen