Your Wealth, Your Legacy
By Prairiewood Wealth Management
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Episodes: 59
Description
Reduce Taxes | Grow Wealth | Create a Legacy:
Your Wealth, Your Legacy is a podcast by Prairiewood Wealth Management covering the latest in investment, tax, estate, and charitable giving strategies to help individuals and families keep more of what they make, make more with what they have, and create a legacy that will last beyond their lifetimes.
| Episode | Date |
|---|---|
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EP 59: Does Your Financial Professional Work For You or Someone Else?
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Aug 01, 2026 |
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EP 58: Trump Accounts: What Every Parent Needs to Know
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Jul 01, 2026 |
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EP 57: What Are Your Financial Advisor's Qualifications?
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Jun 01, 2026 |
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EP: 56: The Mega Back-Door Roth: Supercharging Tax-Free Savings
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May 01, 2026 |
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EP 55: A Simple Guide to Advisor Compensation
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Apr 01, 2026 |
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EP 54: How The Wealthy Borrow - Box Spread Loans
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Mar 01, 2026 |
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EP 53: Why Financial Advice vs. Product Sales Matters
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Feb 01, 2026 |
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EP 52: Your Finances in 2026: What You Need To Know!
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Jan 01, 2026 |
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EP 51 - Are All Financial Professionals Created Equal?
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Dec 01, 2025 |
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EP 50: Retiring Before 65 - What About Health Insurance?
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Nov 01, 2025 |
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EP 49: Medicare – What You Need To Know!
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Oct 01, 2025 |
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EP 48: Will The “One Big Beautiful Bill” Save You Money?
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Sep 01, 2025 |
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EP 47: Major Tax Changes – Are You Prepared for the One Big Beautiful Bill?
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Aug 01, 2025 |
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EP 46: Selling Smart: Tax Deferred Real Estate Exchanges
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Jul 01, 2025 |
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EP 45: The Secrets of Investment Success
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Jun 01, 2025 |
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EP 44: Flourish Cash - Is Your Cash Working For You?
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May 01, 2025 |
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EP 43: Are Your Children Inheriting a Burden or a Blessing?
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Apr 01, 2025 |
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EP 42: Sudden Wealth - How to Handle a Large Inheritance
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Mar 01, 2025 |
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EP 41: Cutting Your Tax Bill With Direct Indexing!
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Feb 01, 2025 |
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EP 40: Year In Review And Looking Ahead To 2025!
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Jan 01, 2025 |
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EP 39: The Corporate Transparency Act for Small Business Owners
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Dec 01, 2024 |
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EP 38: Guiding Your Children To Financial Success
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Nov 02, 2024 |
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EP 37: Hiring Your Children: Saving Taxes and Teaching Responsibility
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Oct 01, 2024 |
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EP 36: Avoiding Identity Theft When Your Data Is Exposed
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Sep 01, 2024 |
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EP 35: Tax-Smart Charitable Giving Strategies
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Aug 01, 2024 |
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EP 34: Is Life Insurance A Good Investment?
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Jul 01, 2024 |
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EP 33: Navigating Life Insurance and Avoiding Pitfalls!
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Jun 01, 2024 |
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EP 32: Protect Your Estate From Taxes!
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May 01, 2024 |
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EP 31: Don't Lose Your Life Savings In An Instant
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Apr 01, 2024 |
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EP 30: Your Greatest Retirement Risk
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Mar 01, 2024 |
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EP 29: The Magnificent Seven and Market Cap Weighted Indexing
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Feb 01, 2024 |
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EP 28: Key Changes for 2024 and Planning Opportunities!
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Jan 01, 2024 |
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EP 27: CD Rates Are Over 5%: Should You Buy Them?
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Dec 01, 2023 |
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EP 26: Using Your IRA For Tax-Efficient Charitable Giving
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Nov 01, 2023 |
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EP 25: Maximizing Small Business Retirement Plans
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Oct 01, 2023 |
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EP 24: Revisiting I Bonds - Is It Time To Redeem
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Sep 01, 2023 |
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EP 23: Are You Prepared For Long-Term Care
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Aug 01, 2023 |
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EP 22: The Misperception of Wealth
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Jul 01, 2023 |
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EP 21: Private Real Estate Investing - Evaluating Sponsors
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Jun 01, 2023 |
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EP 20: Triple Tax Savings With Health Savings Accounts
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May 01, 2023 |
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EP 19: Banking Crisis: Are Your Assets Safe?
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Apr 01, 2023 |
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EP 18: Mutual Fund Tax Surprise: Capital Gain Distributions!
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Mar 01, 2023 |
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EP 17: SECURE Act 2.0: New Tax Law, New Opportunities!
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Feb 01, 2023 |
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EP 16: Why Are My Medicare Premiums So High!
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Jan 01, 2023 |
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EP 15: Gifting Appreciated Stock - It Is Better to Give AND Receive
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Dec 01, 2022 |
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EP 14: Tax Free Growth With Back-Door Roth IRA Contributions
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Nov 01, 2022 |
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EP 13: Saving Taxes with Charitable Bunching
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Oct 01, 2022 |
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EP 12: High Return and Low Risk: Series I Bonds at 9.62%
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Sep 01, 2022 |
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EP 11: Should You Invest in Real Estate?
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Aug 01, 2022 |
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EP 10: Why Do Market Bubbles and Crashes Happen
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Jul 01, 2022 |
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EP 9: Financial Planning During Market Fluctuations
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Jun 01, 2022 |
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EP 8: Investing During Uncertain Times
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May 01, 2022 |
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EP 7: Reducing Taxes With Roth Conversions
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Apr 01, 2022 |
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EP 6: Maximizing Your Social Security - Part 2
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Mar 02, 2022 |
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EP 5: Maximizing Your Social Security - Part 1
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Feb 02, 2022 |
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EP 4: Does Your Financial Advisor Understand Taxes?
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Jan 01, 2022 |
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EP 3: How To Choose a Financial Advisor
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Dec 31, 2021 |
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EP 2: Do You Need a Financial Advisor?
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Dec 31, 2021 |
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EP 1: Introduction and Background
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Dec 31, 2021 |