Nov 12, 2020
One of the biggest (if not the biggest) investments you can make is choosing a lifelong partner. You and your partner must be aware of each other's values, goals, and desires as it relates to your money. There is no perfect strategy when it comes to managing finances as a combined unit. However, you both must have at...
Oct 19, 2020
One of the most common windfalls of wealth can come from employee equity compensation. Often, this happens when you’ve worked at a private company that experiences an Initial Public Offering (IPO), and the share price appreciates dramatically once it enters the publically traded market. However, you can...
Sep 11, 2020
You have limited energy. You have limited time. If you want to achieve progression in anything, you have to give it your best effort.
However, giving your best effort isn't always enough. You need to focus your limited energy on high leverage tasks and avoid shiny objects.
In this podcast episode, I discuss examples of...
Aug 19, 2020
Are you self-employed or a small business owner looking to
reduce taxes and invest in your financial future?
In this podcast episode, I break down the different types of investment accounts you should be thinking about establishing.
The primary accounts discussed are the SEP-IRA, Solo 401(k), and Traditional...
Jul 13, 2020
Financial planning is a relatively new profession that can take on a variety of meanings.
The term "financial planning" is also often abused by corporations as a means to sell expensive financial products.
In this podcast episode, I discuss what financial planning means to me, and ultimately, what the end goal...