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Do More With Your Money

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...