by Prairiewood Wealth Management
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.
Language
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Publishing Since
12/31/2021
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July 1, 2026
<p>Starting July 4, 2026, parents can open a brand-new type of tax-advantaged account for their children called a Trump Account. With a $1,000 pilot contribution from the U.S. Treasury for children born between 2025 and 2028, plus the ability to contribute up to $5,000 per year, these accounts offer a meaningful new way to build long-term wealth for your family.</p><p>In this episode, we break down everything you need to know: how Trump Accounts work, the two phases that govern the rules, what you can contribute and how each type of contribution is taxed, the investment restrictions during the growth period, and the important planning opportunities and pitfalls that arise in the year the beneficiary turns 18.</p><p>We also cover where Trump Accounts fit in the recommended order of priority for child savings alongside Roth IRAs, 529 plans, and custodial accounts, and walk through three important concerns every family should consider before opening one: the child's full access at age 18, state tax differences, and a potential gift tax filing requirement.</p><p>Thanks for listening!</p><p>For more details, check out our blog post https://pw-wm.com/learn/financial-planning/trump-accounts-what-every-parent-needs-to-know/</p><p><br></p>
June 1, 2026
<p>Most people assume that if someone is legally licensed to give investment advice, they have completed a rigorous amount of education and training, have demonstrated advanced knowledge by passing exams that test the real-world application of concepts, and have a minimum level of real-world experience. </p><p>The answer is much more complicated, and the truth is that there can be significant variation in education, experience, and ability beyond the basic, legal threshold.</p><p>In this episode, we break down the minimum legal standard to become a licensed investment adviser representative and why there can be meaningful differences in the depth of knowledge and experience among licensed advisors.</p><p>We cover what it takes to satisfy the basic legal standard which is the Series 65 exam, the over 200 designations that exist in the financial industry, how to tell which designations demonstrate a long-term commitment to developing high-quality planning capabilities, and the three credentials that we believe rise to the top: the CPA, the CFP®, and the CFA®.</p><p>We walk through the education, experience, examination, and ethics requirements for each, share the questions every person should ask a financial advisor before engaging them, and explain why the right advisor will always welcome those questions.</p><p>For individuals and families with significant assets and complex financial needs, understanding whether your advisor holds one of these designations is an important step in determining whether your advisor is the best fit for your family.</p><p>Thanks for listening!</p><p>For more details, check out our blog post at https://pw-wm.com/learn/financial-planning/what-are-your-financial-advisors-qualifications/</p><p><br></p>
May 1, 2026
<p>Most people know the standard 401(k) contribution limit. Very few know about the much higher total additions limit and the powerful strategy hiding in the gap between the two.</p><p>In this episode, we break down the mega back-door Roth strategy: what it is, how it works, who can use it, and what the long-term numbers actually look like for families who take full advantage.</p><p>We cover the difference between pre-tax, Roth, and after-tax 401(k) contributions, how after-tax contributions can be converted to Roth to create permanent tax-free growth, and what plan features are required for the strategy to work. We also discuss the special opportunity available to self-employed individuals through a Solo 401(k), why high-income earners benefit most, and how this strategy compares to the standard back-door Roth IRA.</p><p>For families with strong cash flow looking to maximize their tax-free retirement savings, this is one of the most significant planning opportunities available under current tax law.</p><p>Thanks for listening!</p><p>For more details, check out our blog post at https://pw-wm.com/learn/financial-planning/mega-back-door-roth/</p><p><br></p>
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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.
This podcast updates bi-weekly.
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Information about guest appearances is not available.
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