Join Ralph Estep Jr (licensed public accountant) & Juliet (not an accountant) as they dive into:<ul><li>What options are there saving for a grandchild (savings account, Trump Account, 529)</li><li>Annual Notice of Change are being mailed out before September 30, and why it matters even if you're not the one on Medicare</li><li>Why naming beneficiaries for your 401K and IRA + a story where a missing beneficiary name turned a 12% tax hit into 35%</li><li>Dive into the Dollar Job Framework, starting with naming a real money dream, then breaking it down to actionable and digestible bites</li><li>This week's money move: opening a high-yield savings account and setting up one automatic transfer</li></ul> Tomorrow we're breaking down credit reports line by line, so pull yours free at <a href="https://www.annualcreditreport.com/" rel="noopener noreferrer" target="_blank">annualcreditreport.com</a> before the show.Got a money question for me? Send it to us at <a href="https://www.becomingfinanciallyconfident.com/voicemail" rel="noopener noreferrer" target="_blank">becomingfinanciallyconfident.com/voicemail</a>.Or come watch us live every weekday, 11:30 am ET at <a href="https://www.becomingfinanciallyconfident.com/live" rel="noopener noreferrer" target="_blank">becomingfinanciallyconfident.com/live</a>.Links mentioned in this episode:<a href="https://www.becomingfinanciallyconfident.com/lawdepot" rel="noopener noreferrer" target="_blank">becomingfinanciallyconfident.com/lawdepot</a><a href="https://www.becomingfinanciallyconfident.com/quicken" rel="noopener noreferrer" target="_blank">becomingfinanciallyconfident.com/quicken</a>Follow us on our socials:<a href="https://www.linkedin.com/company/becomingfinanciallyconfident" rel="noopener noreferrer" target="_blank">LinkedIn</a><a href="https://www.facebook.com/share/g/1HpWqv8jp9/" rel="noopener noreferrer" target="_blank">Facebook Group</a><a href="https://www.instagram.com/becomingfinanciallyconfident" rel="noopener noreferrer" target="_blank">Instagram</a><a href="https://www.skool.com/becoming-financially-confident-7556" rel="noopener noreferrer" target="_blank">Skool Community</a>

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