Making money is one thing. Keeping and protecting it is another.

In this episode of the SAVER Show, Michael Dillard sits down with Matthew Meredith to discuss how tax planning, estate planning, and asset protection can play an important role in building and preserving long-term wealth.

Matthew shares his journey from finance to law and explains how his experience in both worlds helps business owners and individuals think differently about their money.

In this conversation, you'll learn:

• Tax strategies that may help you keep more of what you earn

• Why estate planning isn't only for the wealthy

• How business owners can think about protecting their assets

• Financial mistakes that can become expensive later

• Why building wealth and protecting wealth require different strategies

• How tax, legal, and financial decisions can work together

• Steps to consider when creating a long-term wealth strategy

Whether you're a business owner, high-income professional, or simply trying to build a stronger financial future, this conversation will help you think beyond earning money to protecting what you're building.

🌐 Book Michael Dillard

Learn more from Michael Dillard: www.MichaelDillard.org

Mathew Meredith

https://meridianlg.com/about/

https://www.linkedin.com/in/matthewrmeredith/

Subscribe to the SAVER Show for conversations about personal finance, investing, debt, taxes, retirement, and building wealth.

Disclaimer: This conversation is for educational purposes and should not be considered individualized legal, tax, or financial advice.

Keywords: tax strategies, estate planning, asset protection, wealth building, tax planning, financial planning, business owner taxes, estate planning strategies, high income earners, protect your wealth, reduce taxes, generational wealth, personal finance, financial literacy

How do you teach kids about money before they learn expensive financial lessons the hard way?

In this episode of the SAVER Show, Michael Dillard sits down with Greg Young, author and founder of Money Mindset Academy, to discuss how parents can help their children develop a healthy relationship with money and build financial skills that can last a lifetime.

Greg Junge shares practical strategies families can use to teach kids about saving, spending, budgeting, and making smarter financial decisions. They also discuss how the lessons children learn about money at home can influence whether they struggle financially or build wealth as adults.

In this episode, you’ll learn:

• How to start teaching kids about money

• Why financial habits should begin early

• How parents influence a child’s money mindset

• Practical ways to teach saving and spending

• How families can work toward breaking the paycheck-to-paycheck cycle

• How to build financial resilience across generations

If you’re a parent who wants your children to understand money better than you did at their age, this conversation is for you.

Subscribe for more conversations about personal finance, building wealth, relationships and money, and financial literacy.

🌐 www.MichaelDillard.org

Greg: https://moneymindsetacademy.com

Keywords: financial literacy for kids, teaching kids about money, kids money education, money mindset, paycheck to paycheck, family finances, financial literacy for families, financial tips for parents, saving money for kids, generational wealth, personal finance, parenting and money

If you and your spouse fight about money every month, the problem may not be your budget. It may be how you communicate about money.

In this episode, personal finance coach Michael Dillard shares the exact budgeting system for couples that he and his wife use to stop money arguments, make better financial decisions, and build wealth together. Their system takes less than one hour a month.

You'll learn:

• How to budget as a couple without one person controlling the money

• Why Michael and his wife have a monthly money date

• How to use the 50/30/20 budget as a starting point

• How joint checking and savings accounts can simplify your finances

• Why each spouse should have money they can spend without explaining every purchase

• The simple $300 rule Michael and his wife use for larger purchases

• How to discuss major decisions like buying a car, paying off the mortgage, investing in the S&P 500, and preparing for retirement

• Three questions to ask during your next money date

The goal isn't to create the perfect budget.

It's to create a system that helps both spouses understand where the money is going, what they're working toward, and how they're going to build wealth together.

If you're married or engaged and want to reduce money stress, get out of debt, save more, invest, and build a stronger financial future together, this episode is for you.

Want help making better money decisions together?

Visit www.MichaelDillard.org to learn about Michael's upcoming free couples webinar, SAVER resources, and personal finance coaching.

Michael Dillard is a personal finance coach and creator of the SAVER™ Framework, helping couples stop fighting about money and start building wealth together.

Topics: budgeting for couples, how to budget as a couple, couples finances, money management, marriage and money, money date, 50/30/20 budget, financial communication, getting out of debt, retirement planning, investing for couples, wealth building