The wealthy aunt | open an investment account for kids

As the wealthy aunt, I made it a priority to open an investment accounts for kids. Specifically, my god son. Once I found out he was coming, I started channeling rich auntie vibes. I was the wealthy aunt even while I was paying debt haha. I didn’t want him to struggle the way I did with student loans, car notes, and just simply surviving. And that’s not to say that my mom didn’t prepare me for adulting because she did a great job. But we are all limited with money, time and resources.


So I had to learn how to manage it as an adult. I had to learn how to create an investment account for my god son (through the help of my financial planner). I knew that by the time he was 18, I wanted him to have options. Not just college. Maybe he wants to travel the world. Maybe he wants to start a business. This isn’t as common for people who look like me, but I hope that this helps you start thinking about how you can set your kids, god kids, nieces, nephews, whoever up for success!



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[VIDEO] 3 Things I Do With Every Paycheck:  https://www.youtube.com/watch?v=34B2M14zWq8&t=0s


[VIDEO] 5 Things I Wish I Knew In My 20s: https://www.youtube.com/watch?v=siCJ1cqT53g&t=0s


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Open an HYSA and get an extra 1% back in interest: https://www.marcus.com/us/en/savings/referral?referralcode=JOS-2LH-CT84


Instagram (we have lots of fun over here): https://www.instagram.com/maximized.money


TikTok (we have even more fun over here): https://www.tiktok.com/@maximized.money


The #1 Workbook for first-time homebuyers: https://www.maximizedmoney.com/ready-to-own


Ready to find the right real estate agent for you? Download my free checklist for questions to ask: https://www.maximizedmoney.com/homebuyer-checklist




Relevant videos:


5 Things I Wish I Knew In My 20s: https://youtu.be/siCJ1cqT53g


5 Money Moves I'm Making In My 30s: https://youtu.be/SJvfzxhdAIQ


Does student loan debt impact you from buying a house? Yes: https://www.youtube.com/watch?v=G8f2_d63a2E&t=0s


My debt free journey: https://www.youtube.com/watch?v=C0Tyt3n7PCY&t=0s


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More resources:


Book an "Ask Me Anything" one hour personal finance session: https://calendly.com/maximizedmoney/60min


Open a Chase Sapphire Preferred travel credit card & earn 60,000 points: https://www.referyourchasecard.com%2F6f%2FS9MGK26U1M&v=4kZeCxZqZ1E


Open an HYSA and get an extra 1% back in interest: https://www.marcus.com%2Fshare%2FJOS-2LH-CT84&v=4kZeCxZqZ1E


Instagram (we have lots of fun over here): https://www.instagram.com/maximized.money


TikTok (we have even more fun over here): https://www.tiktok.com/@maximized.money


The #1 Workbook for first-time homebuyers: https://www.maximizedmoney.com/ready-to-own


Ready to find the right real estate agent for you? Download my free checklist for questions to ask: https://www.maximizedmoney.com/homebuyer-checklist


Want to get your finances together for your big home purchase? Join my free Homebuyer Goals Challenge: https://www.maximizedmoney.com/homebuyer-goals-challenge


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