2: Top 3 Recommendations to be Financially Successful

We discuss employee stock purchase plans (ESPP), how they work and how to optimize your participation in one.

21 Huhti 202324min

We discuss how to best prepare for a recession and navigate through it.

7 Huhti 202342min

We discuss how to select investments and important considerations for maximizing the benefit of this tax advantaged account.

24 Maalis 20231h 3min

We discuss the basics of buying a house including saving for a down payment, setting a budget and understanding the true costs.

30 Joulu 202256min

We discuss college planning and what items you should consider when saving specifically for this goal.

16 Joulu 202238min

We discuss what you should think about financially when preparing to have a child.

2 Joulu 202254min

We discuss how to get started in crypto and how much you should invest in it.

18 Marras 20221h 4min

We explain what rebalancing and tax loss harvesting is and how to do it to maximize your investment returns.

4 Marras 202250min