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DO MORE WITH YOUR MONEY

Mar 24, 2021

In today's podcast, I explain the main components of cash flow, including:
 
  • The different components that influence your cash flow
  • How to think about projecting and tracking your cash flow
  • Ideas for creating a hierarchy within your cash flow

Cash flow is the most important aspect of financial planning because it is...


Mar 15, 2021

In this Do More With Your Money podcast episode, I discuss:

 

How you should think about making financial decisions based on the tax implications.

The difference between short-term and long-term capital gains taxes.

Scenarios where you want to plan first and optimize for taxes second.

 

No one likes to pay more taxes...


Mar 3, 2021

Tax rates will likely be going up in 2022.

In this podcast episode, I share four tax planning tips to consider for 2021 in anticipation of increasing rates.

Disclaimer: This podcast is not intended to be tax advice, and you should consult with your tax professional regarding your particular situation before considering...