Aug 25, 2021
Anyone can throw money at an investment. I’m way more fascinated by someone with skin in the game actually building a business.
Especially when they lead with transparency around “how I built this.”
In this podcast episode, I share with you why it's better to invest in yourself than throwing money at an...
Aug 23, 2021
Why? Because historically, IPOs have generally underperformed broader market benchmarks due to their...
Aug 18, 2021
Click here to join weekly tips.
When it comes to the technical side of financial planning, there are three metrics I consistently come back to for determining the health of someone's finances.
Each metric is important depending on where you are in your financial journey.
In this episode, I share my thoughts on the...
Aug 16, 2021
Have a game plan for managing concentration risk post IPO.
If you're waiting to see what happens with your company's share price, you're leaving yourself open to emotional "in-the-moment" decision making.
By having a game plan ahead of time, you can act quickly when it makes sense to carve out your path to financial...
Aug 11, 2021
It doesn't matter who it is; it's hard to provide specific advice if someone doesn't know everything about your personal situation.
While there is...