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EP 54: How The Wealthy Borrow - Box Spread Loans
What if you could borrow at rates comparable to U.S. Treasury yields without going to a bank?In this episode, we break down box spread loans - a lesser-known strategy that allows investors to access…
EP 53: Why Financial Advice vs. Product Sales Matters
In this episode, we break down one of the most misunderstood parts of the financial industry: the difference between financial advice and product sales and why it matters more than most people…
EP 52: Your Finances in 2026: What You Need To Know!
Welcome to 2026! In this episode, we discuss key market takeaways from 2025, including why valuations matter, how concentration within the S&P 500 has grown, and why diversification remains…
EP 51 - Are All Financial Professionals Created Equal?
Are all financial professionals created equal? If not, how can you identify who will provide advice that puts you first?Managing your money wisely can be complex, and many individuals realize they…
EP 50: Retiring Before 65 - What About Health Insurance?
As part of our continuing health insurance series, this episode dives into one of the biggest questions facing early retirees: how to maintain health coverage before Medicare kicks in at age 65. We…
EP 49: Medicare – What You Need To Know!
Retirement planning isn’t just about finances; it’s about healthcare too. With Medicare enrollment approaching, many retirees wonder how Medicare works and what coverage they really need.In this…
EP 48: Will The “One Big Beautiful Bill” Save You Money?
The new One Big Beautiful Bill Act (OBBBA) is changing the tax landscape for families across America, but what does it really mean for you? In this episode, we break down three family scenarios with…
EP 47: Major Tax Changes – Are You Prepared for the One Big Beautiful Bill?
Big changes are here - and they’re anything but simple. In this episode, we break down the sweeping tax reforms introduced under the “One Big Beautiful Bill Act” (OBBBA), signed into law on July 4th.…
EP 46: Selling Smart: Tax Deferred Real Estate Exchanges
Do you own real estate in your business or as an investment but know you will eventually need to transition to something that requires less involvement in the future? Are you worried about the tax…
EP 45: The Secrets of Investment Success
Long-term investment success isn’t about timing the market — it’s about having the right perspective and discipline. In this episode, we share the key principles that help investors avoid costly…
EP 44: Flourish Cash - Is Your Cash Working For You?
Is your cash working for you? Each year individuals leave thousands of dollars on the table by accepting the extremely low interest rates offered on their checking and savings accounts. In fact, this…
EP 43: Are Your Children Inheriting a Burden or a Blessing?
Will you be leaving your children a burden or a blessing? When planning for the future, the primary focus is typically on growing wealth, but few take the necessary steps to ensure their estate is…
EP 42: Sudden Wealth - How to Handle a Large Inheritance
My father recently passed away, and he left a significant inheritance to me and my siblings. How do we make sure we don’t waste it?Questions like the one above are becoming more common and will…
EP 41: Cutting Your Tax Bill With Direct Indexing!
Using exchange-traded funds (ETFs) and mutual funds to create diversified portfolios and track well-established indices has provided a great way for many investors to grow their wealth over the past…
EP 40: Year In Review And Looking Ahead To 2025!
Welcome to the first podcast episode of 2025! Looking back over 2024, market performance continues to be driven by the incredible performance of the Magnificent 7 - the seven largest tech companies.…
EP 39: The Corporate Transparency Act for Small Business Owners
The Corporate Transparency Act (CTA), passed on a bipartisan basis in 2021, introduces new federal reporting requirements aimed at improving corporate transparency and combating illegal financial…
EP 38: Guiding Your Children To Financial Success
While many of our clients have already achieved financial freedom and independence for themselves, they are often reaching the stage where they have children who are leaving home and beginning their…
EP 37: Hiring Your Children: Saving Taxes and Teaching Responsibility
For many parents who own small businesses, two of their primary goals are passing on a strong work ethic to their children while also lowering their tax bill. While many parents work for a large…
EP 36: Avoiding Identity Theft When Your Data Is Exposed
On August 1st, 2024, a class action lawsuit was filed against Jerico Pictures, Inc. otherwise known as National Public Data, alleging a massive data breach that appears to impact nearly all…
EP 35: Tax-Smart Charitable Giving Strategies
According the Giving USA 2024: Annual Report on Philanthropy, individuals in the United States gave over $374 billion to charity in 2023. Beyond the intrinsic reward of helping others, charitable…
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Your Wealth, Your Legacy has published 54 episodes since December 2021, covering topics in Business.
Your Wealth, Your Legacy is currently highly active with new episodes monthly. Average episode length is 18m.
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