Have You Outgrown Your DIY Financial Plan?
Have You Outgrown Your DIY Financial Plan? An Evaluation Framework.Have you fallen prey to the “shadow tax of inaction”? Today we step through a three part framework to help listeners evaluate whether...
9 Huhti 20min
Should I sell my Employer Stock? Traps to Avoid and Tricks to Maximize
We're talking ALL about stock concentration risk! Specifically, we're focusing on how equity compensation can tie a person’s paycheck, bonus, and net worth to the same employer. The goal isn’t necessa...
26 Maalis 27min
Stock Options Give You Options - Mastering Your Equity Comp
As the title suggests, there are a lot of ways to handle stock options. In this episode, we'll break down how stock options work and the real strategies we help clients employ. We also share some of t...
26 Helmi 25min
Federal Tax Rates Extended - What This Means for Tax Planning
Tax Cuts Made Permanent: What the 2025 Bill Means for Roth Conversion Strategies & Ongoing Tax PlanningLast summer, the “One Big Beautiful Bill Act” made the Tax Cuts and Jobs Act federal tax brackets...
19 Helmi 23min
The Lifestyle Buffer: How We Build Flexibility into Retirement Planning
Does your financial plan have the same flexibility you want your life to?In this episode, we delve into the importance of not just planning for basic financial stability, but also planning for a comfo...
22 Tammi 13min
Unlocking Retirement Planning: The Power of Monte Carlo Analysis
What's the best way to bulletproof a financial plan? In our methodology, we model 1,000 scenarios of things going wrong to make sure we're deeply understanding the most impactful action steps for our ...
8 Tammi 19min
How Roth Dollars Create Flexibility in Retirement
Maximize Your Retirement Flexibility with Roth: Key Strategies & Real-Life ExamplesDiscover how Roth dollars offer incredible flexibility in your financial plan. Many people know that Roth dollars gro...
18 Joulu 202530min
