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EP 38: Guiding Your Children To Financial Success

Nov 1, 2024

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 own journey. This month’s podcast is designed to assist parents as they have conversations with their children about how to get off to the right start with their finances. If you are interested in the best practices for ensuring your children make wise financial decisions from the beginning, we think you'll enjoy this podcast. Thanks for listening! For more details on the six steps we recommend to help guide your children to financial freedom and independence, check out our blog post covering the same topic at https://pw-wm.com/learn/financial-planning/guiding-your-children-to-financial-success/.

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For more details on protecting your estate from taxes, check out our blog post covering the same topic.

About The Podcast Hosts

Steve & Nathan

Steve and Nathan have a passion for teaching others about finances and how to build the financial independence that is achievable with the proper planning. In their roles at Prairiewood Wealth Management, both Nathan and Steve focus on providing comprehensive financial advice to ensure their clients have a coordinated plan that covers all aspects of their finances including their investments, insurance, estate plan, and charitable giving goals.

As Certified Public Accountants (CPAs), both Nathan and Steve believe that one of the most overlooked aspects of financial advice is the tax impacts that result. Accordingly, a core focus of the advice they give centers on integrating tax strategy into the overall financial advising process.

Steve and Nathan are excited to share their knowledge through this podcast as well as their blog with the goal of helping you effectively manage your family’s wealth and ensure you have a comprehensive and coordinated plan for your future.

About Steve & Nathan