In this SAVER Show conversation, I sit down with attorney Matthew Meredith to discuss something many people overlook: Building wealth and protecting wealth are two different jobs. You can earn a great income, invest consistently, and build significant assets. But taxes, poor estate planning, business risks, and legal mistakes can potentially undo years of financial progress. ▶️ Watch the full SAVER Show episode Guest: Matthew Meredith In this lesson, you'll discover: - How proactive tax planning differs from simply filing your taxes - Why estate planning isn't just for millionaires - Ways business owners should think about protecting personal and business assets - Financial and legal mistakes that can become expensive later - Why building wealth requires an offense AND a defense - How your tax, legal, estate, and financial strategies can work together - The SAVER Takeaway Don't just ask: “How can I make more money?” Start asking: “How do I keep, protect, and eventually transfer what I'm building?” As your net worth grows, your financial strategy may need to grow with it. Your SAVER Move After watching the video, answer these three questions: 1. Do I have an updated estate plan? Think about a will, beneficiaries, powers of attorney, and other documents appropriate for your situation. 2. Am I doing tax planning or only tax filing? There is a major difference between preparing last year's return and planning financial decisions before the year ends. 3. What am I building that needs protection? Consider your home, investments, retirement accounts, business interests, income, and other assets. Then choose ONE area to review with an appropriate financial, tax, or legal professional. Discussion Question 💬 What surprised you most about this conversation? Comment below with one thing you plan to do differently after watching. Meridian Law Group | Matthew Meredith on LinkedIn

What are your thoughts??

I like it when a proven business has a slow sales period and Wall Street sells the stock in masses. I swoop in and buy the stock if it has at least a 20% discount from their recent high or normal selling price. I will probably sell it once it grows 15% or keep if has a proven track record of steady yearly increases. What say you?

Parents, What if one financial lesson this summer could be worth more than $500,000 to your child’s future? What if your teenager understood how compound interest works before they received their first full-time paycheck? What if they learned that money can work for them instead of them working for money forever? Imagine investing $5,000 as a teenager and watching it potentially grow to more than $320,000 by age 66 — simply because they started early and let time do the heavy lifting. In Part 1 of this free four-part financial literacy series for youth and teenagers, your child will learn: ✅ How to invest in the S&P 500 — and what it means to own a piece of 500+ of America’s largest companies ✅ How compound interest builds wealth over time ✅ The difference between stocks and bonds ✅ Why financial decisions made early in life can have a massive long-term impact This is Part 1 of a four-part series designed to help young people build a strong financial foundation. Over the next four weeks, new lessons will cover: 1. Invest Money 2. Earn Money 3. Borrow vs. Save Money 4. Millionaire Money Mindset The greatest investing advantage isn’t money. It’s time. What if your child learned this lesson from day one? Watch the video below and share it with another parent, teacher, coach, or youth leader who wants to help the next generation avoid living paycheck to paycheck.