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.

What if one of the most powerful wealth-building opportunities you’ll ever have shows up during a season when your income is at its lowest?
For many women, that season is caregiving—maternity leave, caring for an aging parent, stepping back from work, or shifting into part-time.

In this episode of Growing Her Wealth, financial advisor Danielle Meister, CFF, CDFA, reveals how these often-overlooked years can unlock a rare and strategic tax window: the opportunity for a low-tax Roth conversion.

Danielle breaks down how reduced income years—whether intentional or unexpected—can become a once-in-a-decade chance to lower your lifetime tax bill and build more tax-free income for the future. Through real stories and simple math, she shows how women can turn caregiving seasons into financial power moves that pay off for decades.

If you’ve ever wondered whether you’re doing enough with your retirement accounts—or whether a Roth conversion makes sense for you—this episode gives you the clarity and confidence to explore your options.

Because sometimes the moments that feel like financial setbacks can become your biggest opportunities—when you know how to use them.

To learn more, visit growingherwealth.com

You share a life, a home, maybe even an investment property—but what happens if one day your spouse’s rental business suddenly becomes your full-time job?

In this episode of Growing Her Wealth, financial advisor Danielle Meister, CFF, CDFA speaks directly to women whose families own rental properties—but who never planned to spend retirement chasing down tenants or fixing leaky roofs. She shares the stories of women who found themselves unexpectedly managing their spouse’s real estate business and reveals how they reclaimed their freedom without sacrificing their income.

Through relatable examples and clear, jargon-free guidance, Danielle explains how strategies like the Delaware Statutory Trust (DST) can turn hands-on landlords into hands-free investors. You’ll learn how to protect your time, sanity, and wealth—so your real estate keeps working for you, not the other way around.

Because retiring from the landlord life shouldn’t mean giving up your wealth—it should mean finally enjoying it. Let’s trade tenants and toilets for freedom and flexibility—and learn how to make your real estate work for you.