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Do More With Your Money

Dec 1, 2019

In this podcast episode, I discuss the pros and cons of two common retirement plans for small business owners.

If you're a small business owner who has been considering adding a business retirement plan to help fund your retirement and reward your employees this is a great resource for getting started!

It's never been...


Nov 25, 2019

It's easy to forget that the concept of 'retirement' is very new relative to the history of human societies. It's only in the last ~100 years that life expectancies, technology, and human productivity have reached a point that allows us the opportunity to stop working.

In this podcast episode, I discuss how the burden...


Nov 17, 2019

Incentive Stock Options (ISOs) are one of the most complicated forms of employer stock compensation.

In this podcast episode, I discuss the basics of ISOs, how they function from a tax perspective and some major pitfalls to be aware of.

I also discuss the fear of missing out (FOMO) as it relates to owning employer stock...


Nov 10, 2019

At what point in your business's lifecycle are you? Are you at the point where reinvesting in your business (increasing employees, equipment, etc.) provides diminishing profit returns? If so, consider creating a financial fortress outside of your business so that you are NOT dependent on your business to supplement...


Oct 21, 2019

Are you interested in planning for your child's education savings? Then this podcast episode is for you!

In this episode, I discuss the different ways to save for your child's education. Including the benefits of education savings accounts, such as a 529 plan, which has tax benefits when used for qualified expenses.

I...