Feb 14, 2026
In this episode of Creating Richer Lives, host Karl
Eggerss welcomes Shawn Morris, CFP® back to the studio to break
down the newly launched “Trump Accounts.” They explain how these
accounts work, including the government’s $1,000 seed contribution,
annual funding limits, tax treatment, and how parents,
grandparents, and even employers can use them strategically. The
conversation also explores how early investing can build long-term
financial confidence for the next generation.
Show Topics
- Trump Accounts Overview
- Government Seed Funding
- Tax Planning Strategies
- Generational Wealth Tools
- Early Investing Benefits