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DO MORE WITH YOUR MONEY

Nov 24, 2021

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With financial planning, start with a baseline vision of your desired lifestyle.

From there, you can start to quantify tradeoffs depending on how aggressive your vision is.

You can have anything but not everything.


Nov 17, 2021

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What is "enough"? What is the end vision for the lifestyle you're building towards?

In this episode, I share my thoughts around what "enough" means for me and how you can define "enough" for you.


Nov 10, 2021

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Regret optimization > Tax optimization

Focus on determining when is “enough” before focusing on tax optimization.

 


Nov 3, 2021

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In this episode, I share some of the most common employee benefits that you may have available and things to consider to maximize them.

Some of the benefits discussed include:

  • Health insurance
  • Life and disability insurance
  • FSA vs HSA
  • Dependent care...