All Episodes
Deliberate Money Moves — 100 episodes
REPLAY - Portfolio Management Done Right
How to Save Time on Your Finances
REPLAY - How to Avoid Putting All Your Eggs in One Basket
REPLAY - Why Volatility is Good
REPLAY - Faith In The Future
REPLAY - What is Financial Planning?
REPLAY - 7 Mistakes Investors Make
REPLAY - Rely on the Wisdom of the Crowd
REPLAY - Protect Your Assets by Understanding Your Exposure
REPLAY - I Just Sold Some Stock—Now What?
REPLAY - How to Manage Your RSUs
REPLAY - Get Value (and Joy) Out of Your Spending by Knowing Where Your Money Goes
REPLAY - Give a Job to Every Dollar You Have
REPLAY - Make Your Extra Cash Work For You
REPLAY - Successful Investing: The Value Of A 5-Year Cash Flow Plan
Strategize Your Finances: Put Your Cash Where It Counts
Get the Most From Your HSA
The Limited Significance of Your Money: Exploring its True Value
Optimizing Your Cash: Where to Put It
Why You Need a Family Trust
Don't Set It and Forget It
Unlocking the Power of Diversification: The Key to Financial Success
Maxing and Relaxing
The Rising Price of A Good Time
Why SVB Is Important For Your Portfolio
How to Use Roth Accounts
How to Use Traditional Retirement Accounts
Where to Put Your Extra Money
Why Diversification Works
Why Use a Trust?
The Three Types of Account Taxability
The Rising Cost of a Good Time
Retirement May Not Mean You Actually Retire
Why It's Best to Ignore Individual Stocks
The Upside To A Market Crash
The Importance of Having Access to Your Money
Your Investments Should Be Experienced
Use The Markets Like a Tool
Realize That…You Just Don't Know
A Guarantee That's Not Truly Guaranteed
Don't Just Do Something! Stand There!
Guns vs. Butter
You Can Never Go Back
Here's a Secret: Your Financial Plan Is Wrong
Do Not Consider Investing in Real Estate (Including Your Own Home) With More Than 20% of Your Assets
Sell Your RSU and ESPP As They Vest
Make No Predictions of Markets Over Short Periods of Time
Rebalance Your Portfolio
Structure a Portfolio Whose Behavior in Market Crashes is Acceptable
Keep the Same Investment Strategy Regardless of Your Stage in Life
Pay No Attention to the Financial Media
Invest Everything Above Your Savings Target in Your Long-Term Portfolio
Do What's Always Worked
Be Optimistic
Be Patient
Be Diversified
Have an Investment Philosophy
Create a Savings Target
Build Margin of Error in Your Cash Flow Plan
Keep 5 Years of Net Cash Needs Out of the Market
Understand How Big Financial Changes Affect You in the Long Run
Have a Cash Flow System
Keep Your Spending Categories Manageable
Don't Be Afraid to Spend More Than Your Plan
In Your Spending, Target Only Things You Can Actually Control
Create a Spending Plan
Match Your Spending with Your Values
Create an Emergency Fund
Focus on Cash Flow Over Your Entire Life
Work Your Finances Consistently, Even If Gradually
Never Take Advice that Drives Compensation for the Advisor (Without Knowing It)
Get to Clarity, Control & Intention
Optimize Your Finances For YOU, Not Your Neighbors
Understand Your Plan Will Not Come True
Change Your Financial Plan
Know the Price Tag of Your Lifestyle
Focus on Actual Cash Flow
Know What Is Important About Money to You
Review Your Estate Plan Each Year
Only Own Life Insurance to Replace Income for Those Dependent on You
Understand Your Homeowners Insurance Coverage
Get Liability Protection on Your Entire Net Worth
Get All of Your Property and Casualty Insurance from One Carrier
Plan to Leave Highly Appreciated Assets to Your Heirs
Consider Taxes When Making Withdrawals
Use a Professional Tax Preparer
Work Your HSA
When to Consider a 1031 Exchange
Manage Your Gifts in a Taxwise Manner
Maximize the Use of Your Retirement Plans
Take Advantage of Lower Capital Gains Tax Rates
Consider Using a Donor Advised Fund
Consider Making Roth Conversions Regularly
Use All 3 Tax Structures for Your Long-Term Portfolio
Level Your Income to Minimize Your Taxes
Pay Your Taxes and Be Happy
Have a Long-Term Portfolio Strategy in Place for Your Cash from Selling Company Stock
Have a Strategy for Each Block of Vesting Shares
Know the Tax Effect of Selling Your Company Stock
Understand the Risk Your Company Stock Creates in Your Financial Life