I’m an UC customer. She is a 25-year old teacher with a limited budget. Therefore, the UC $900 set up fee was a factor plus she was already DCA’ing on Swan.

To get her motivated, we split the 2023/2024 max Roth contributions and I guaranteed her portion of the investment against losses through 2024. We got it done between Christmas break & New Years Day.

Orange Pill your kids, they will eventually understand…plus her inheritance will largely be in bitcoin!!!