34: Employee stock purchase plans (ESPP)
We discuss employee stock purchase plans (ESPP), how they work and how to optimize your participation in one.
21 Apr 202324min
32: 401(k) overview
We discuss how to select investments and important considerations for maximizing the benefit of this tax advantaged account.
24 Mars 20231h 3min
31: Tips for buying a house
We discuss the basics of buying a house including saving for a down payment, setting a budget and understanding the true costs.
30 Dec 202256min
30: College Planning
We discuss college planning and what items you should consider when saving specifically for this goal.
16 Dec 202238min
29: Preparing for a Child
We discuss what you should think about financially when preparing to have a child.
2 Dec 202254min
28: Cryptocurrency: An overview and guide to owning it
We discuss how to get started in crypto and how much you should invest in it.
18 Nov 20221h 4min
27: Rebalancing and tax loss harvesting
We explain what rebalancing and tax loss harvesting is and how to do it to maximize your investment returns.
4 Nov 202250min
