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My #1 Tip to Make Your Kid a Millionaire

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In this episode of the Sunlight Tax Podcast, I’m discussing the benefits of tax-advantaged savings for children, specifically focusing on Roth IRA for kids. I explain how parents can open a custodial Roth IRA for their kids, the advantages of Roth IRA, and the importance of teaching children about compound interest and financial literacy. 

This episode also emphasizes the long-term benefits of starting early with investments and how this can empower the next generation financially.

One of the most advantageous things that exists in the U.S. tax code is a Roth IRA for a minor.
— Hannah Cole

In this episode of the Sunlight Tax Podcast, I’m discussing the benefits of tax-advantaged savings for children, specifically focusing on a Roth IRA for kids. I explain how parents can open a custodial Roth IRA for their kids, the advantages of a Roth IRA, and the importance of teaching children about compound interest and financial literacy. 

This episode also emphasizes the long-term benefits of starting early with investments and how this can empower the next generation financially.


Also mentioned in today’s episode:

00:00 Introduction to Tax-Advantaged Savings for Kids

01:50 Understanding Roth IRAs for Minors

05:28 Investment Strategies for Kids' Roth IRAs

09:05 Teaching Kids About Compound Interest


I hope this 3-part series on investing for your kid(s) helps you understand your options. If you missed the first two, here they are:

1. Trump Accounts explainer (if your kid was born in 2025, 2026 or you’re planning for one in 2027 or 2028, please get the FREE $1000 you are entitled to)

2. 529 Plan vs Trump Accounts (you can use both).


If you enjoyed this episode, please rate, review and share it!
Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

Links:

Roth vs Traditional IRA: Does it even matter?

How to fund your IRA: Pay yourself first

Check out my program, Money Bootcamp

Watch YouTube video version

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The Mental Load of Financial Fear

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Do you feel overwhelmed, fearful, or even judged when it comes to your taxes and finances?

In today’s episode of the Sunlight Tax Podcast, I’m diving into the mental load of financial fear, specifically the stress that comes with managing taxes, saving for retirement, and planning financially as a self-employed or creative entrepreneur. We'll explore how this hidden anxiety can weigh down your creative energy and limit your impact.

If you’ve ever felt disorganized or anxious about money, tune in to learn practical ways to overcome that fear, get organized, and become financially confident as a creative entrepreneur.

Listen and Subscribe here

Do you feel overwhelmed, fearful, or even judged when it comes to your taxes and finances?

In today’s episode of the Sunlight Tax Podcast, I’m diving into the mental load of financial fear, specifically the stress that comes with managing taxes, saving for retirement, and planning financially as a self-employed or creative entrepreneur. We'll explore how this hidden anxiety can weigh down your creative energy and limit your impact.

If you’ve ever felt disorganized or anxious about money, tune in to learn practical ways to overcome that fear, get organized, and become financially confident as a creative entrepreneur.

Also mentioned in this episode:

01:45 The Mental Load of Taxes

06:51 Overcoming Fear and Anxiety Around Finances

13:25 Building a System for Financial Ease

If you enjoyed this episode, please rate, review and share it!
Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.

Links:

Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed.

Get your free visual guide to tax deductions

Check out my program, Money Bootcamp

Watch YouTube video version

Read More

What are your money concerns?
Suggest a blog topic for Hannah here.