Navigating Market Volatility, Smart RMD Tax Planning, and Investing for the Next Generation – 08/22/2026
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John Berkley and Krista Berkley guide listeners through navigating market volatility, explaining that periodic corrections are a normal part of long-term investing. They break down the rules of Required Minimum Distributions, highlighting how retirees can use tax-saving Qualified Charitable Distributions to direct their RMDs to charity tax-free. Additionally, the hosts discuss proactive strategies for building generational wealth, comparing various savings vehicles for children and grandchildren, including 529 college plans and Minor Roth IRAs. Rather than offering a rigid template, John and Krista emphasize customized wealth management, presenting their financial advice as a flexible idea factory tailored to each household’s unique needs and long-term financial goals.
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