A Woman-First Approach to Passing Wealth Forward
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A Woman-First Approach to Passing Wealth Forward
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About this listen
Women often carry the emotional and financial weight of wanting to give their kids and grandkids a better start—but knowing how to do that without creating tax issues or losing control can feel overwhelming.
In this episode of Growing Her Wealth, wealth advisor Danielle Meister, CFF, CDFA, walks women through three powerful tools that can shape a child’s financial future: 529 plans, UTMA/UGMA custodial accounts, and Roth IRAs for kids with earned income.
Danielle breaks down each option in a way that feels clear and approachable—explaining how they work, when they make sense, and what women need to consider when balancing generosity with smart planning. She even shares how she and her husband are using these strategies with their own daughters.
Whether you’re a mom, grandma, aunt, or simply a woman who wants to leave a meaningful legacy, this episode gives you the confidence to choose the right strategy—and the clarity to understand what you’re truly building for the next generation.
Because when you're able to give with intention, you don’t just pass down money—you pass down confidence, stability, and a stronger financial future.