The Abundance Mindset

In this episode, we dig into 529 College Savings Plans to help shed light on exactly how these accounts work and to inform listeners on how to most productively evaluate them within your own financial...

19 Sep 202424min

There's a lot of jargon in the financial industry, and not every term or designation a financial professional might claim is equal in value (far from it!). In this quick episode, we step through commo...

5 Sep 202415min

Continuing with our recent episodes on money mindsets, we explore a framework we've been discussing a lot recently around evaluating value for price. There's a lot to dig into here philosophically - a...

22 Aug 202419min

In this episode, we step through our own personal stories and experiences around money to extrapolate widely applicable mindsets and principles. Wherever you are in your journey and relationship with ...

8 Aug 202422min

This is a great episode if you're either considering financial planning or are currently evaluating financial planners. We dive deep into our own process to provide a comparison point for people tryin...

25 Jul 202429min

Many people begin to accrue different forms of equity compensation as they progress in their careers, yet these forms of compensation are much more complicated than simple paychecks and cash bonuses. ...

11 Jul 202444min

There are a lot of powerful federal tax credits available right now for those interested in energy efficient home upgrades, electric vehicles, and clean energy. In this episode, we discuss some genera...

27 Jun 202423min

The finance industry can be confusing (and frankly intimidating sometimes) when trying to determine what fees you're paying and what value you're getting in exchange for those fees. In this episode, w...

13 Jun 202429min