What Tools do You Need to Run an Independent Financial Planning Practice?
We sometimes get this question (in so many words) from people we speak with who want to know what independence truly means for a financial advisor. So - in this episode - we discuss the key vendors we...
17 Okt 202415min
529 College Savings Plans - Strategies for Optimizing
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
Why You Shouldn't JUST Look for a Fiduciary
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
Money Mindsets: Comparing Price vs. Value
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
An Honest Conversation on Money Mindsets & Personal Finance
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
What "Financial Planning" Means at Abundance
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 Juli 202429min
Equity Comp Explained - What to do with RSUs, Options, and ESPP
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 Juli 202444min
2024 Special Tax Credits + Tips on Identifying & Using Them
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 Juni 202423min
