All Episodes
DO MORE WITH YOUR MONEY — 144 episodes · page 1 of 2
#143: The Future of Employee Ownership with Matt Middendorp
#142: The Future of Insurance: Bitcoin-Denominated Policies with Zac Townsend
#141: Unlocking the Power of Self-Directed IRAs with Adam Bergman
#140: The Role of a CFO with James Vanreusel
#139: Navigating the Complex World of Student Loans with Lauryn Williams, CFP®
#138: Understanding Money Trauma and Cultivating Healthy Financial Habits with Shannah Game
#137: Understanding the Tax Benefits of S Corp Elections vs. LLC with John Briggs
#136: How Understanding Your Money Scripts Can Transform Your Financial Future with Yohance Harrison
#135: How Can Physicians Think Through Financial Planning Amidst Student Loan Debt with Brent Boden
#134: Accessing Your Equity And The Liquid Stock Advantage with Jeff Le Sage
#133: How Can Financial Literacy Impact Your Business Success with Steve Coughran
#132: Empowering Financial Conversations - A Guide for Parents and Young Adults with Bobbi Rebell
#131: Exploring the Shred Method: Accelerating Mortgage Debt Repayment with Adam Carroll
#130: How Can You Overcome Money Anxiety and Make Intentional Financial Decisions with Mandyy Thomas
#129: How Can Business Owners Prioritize Profit and Purpose in Their Financial Planning with Rocky Lalvani
#128: Financial Strategies for Self-Employed Millennials and Realtors with Leland Gross, CFP®
#127: Unconventional Financial Planning: Navigating Life Without Kids with Jay Zigmont, PhD, CFP®
#126: How Can Financial Planning Help You Achieve Life Balance and Fulfillment with Mike Troxell
#125: Managing money across borders for globetrotting Indian millennials with Vrishin Subramaniam
#124: Helping High-Earning Gen Z and Millennials Achieve Financial Success and Time Freedom with Zechariah Schaefer
#123: Understanding Bitcoin with Isaiah Douglass
Roth or Traditional Contributions: Which is Best for High-Income Earners?
Understanding The Overlooked Risk Of Long-Term Disability In Financial Planning
Are Target Date Funds The Best Option For Beginner Investors?
The High-Income Earner's Handbook: Navigating Withholding and Safe Harbor Rules
Maximizing Your Retirement Savings with the Mega Backdoor Roth 401(k)
What is the Wash Sale Rule and How Does it Impact Equity Compensation?
How can you find the right financial advisor for your needs?
From Discounted Stock to Cash in Hand: Making The Most Of Employee Stock Purchase Plans
Escaping the Real Estate Rat Race: Why Renting Might Be the Smarter Choice
The Greatest Return on Investment: Building Financial Flexibility
Are You Overcomplicating Your Portfolio Construction?
The Dangers of Holding onto Vested Stock: Tax Implications and Concentration Risk
The cash conundrum: Balancing risk tolerance and financial security in an inflationary world.
Unlocking the Potential of Incentive Stock Options: Risks and Benefits
To Sell or Not to Sell? Evaluating Tender Offer Considerations
The Hidden Dangers of RSUs: What You Need to Know
It Started Off With A Dip How Did It End Up Like This
I-Bonds: Over-Hyped Or Useful?
Financial Planning: Art Or Science?
Reasons Why You Owe So Much Come Tax Time
It's OK To Do More Of The Same
How To Execute A Backdoor Roth IRA
Automate Your Savings Plan
Why Benchmarks Are Crucial For Gauging Investment Effectiveness
I Can't Afford To Exercise My ISOs
Dealing With Market Uncertainty
Focus On Work Optional Not Retire Early
The Problem With Target Date Funds
The Major Downsides Of Paying AMT
You Don't Need Permanent Life Insurance - Here's Why
Tax-Loss Harvesting To Increase Net Returns
Play The Game So You Can Exit The Game
Value Investing Vs. Market Cap Weighted Indexing
How To Make 2022 Your Best Financial Year Yet
Considerations When You're Looking To Change Jobs
You Can Have Anything But Not Everything
Dealing With Inflation and FUD (Fear, Uncertainty, Doubt)
Build For Balance And Sustainability
Pursuing Equity Compensation In A Startup As A 1099 Contractor
Start With A Vision - Then Iterate
Defining "Enough"
Minimize Regret With Life Changing Money Decisions
A Quick Guide To Maximizing Your Employee Benefits
Early Exercise ISOs + 83(b) Election = Avoid Potential AMT
The Problem With Taking Big Bets
Bitcoin: Economic Empowerment vs. Investment Hype
Top Mistakes People Make With Equity Compensation
The Problem With Predicting Market Crashes
Initial Takeaways From Biden's "American Families Plan" Tax Proposal
Using Financial Planning To Find Balance
Benchmarks And Return On Effort
Skin In The Game
All Bets Are Off Once Your Company's Stock Is Publicly Traded
The Three Most Important Metrics In Financial Planning
Don't Wait Until Post IPO To Determine When To Sell Your Company Stock
Take My Advice With A Grain Of Salt 🧂: Personal Finance Is Personal
Rental Property 🏘️ Vs. Portfolio Investing 📈: You Can Have Both!
Creating A Framework For Portfolio Construction Through Planning 💡
If Your Financial Advisor Builds Their Recommendations Around A Single Investment, Fire Them.
Why Market Timing Crypto 🥴 (Or The Stock Market) Is A Zero-Sum Game
How To Coast 🏄 Into Your New-found Wealth Via Equity Comp 🚀
Here's How I Breakdown A Married Couple's 💑 Finances 💰
Equity Comp 🚀 Roundup: Q&A Edition
Should You Arbitrage The Used Car Market Right Now? 🤣
Is F.I.R.E. Actually 🔥 (something amazing) + Cultivating An Abundance Mindset
Tolerance vs. Capacity - Which Is More Important?
Alternative Forms Of Wealth + Living On Your Own Terms
Using Your Equity Comp Windfall To Take A Work Sabbatical
Lord Of The Roths: Peter Thiel's $5 Billion Roth IRA And What It Means For You
Understanding Your Vesting Schedule
Winning Financially In Your Twenties
You Don't Need To Be Worried About Inflation If You Do This
Understanding Estimated Tax Payments And Safe Harbor Rules
Never Sweat The Opportunity Cost Of Creating A Cash Reserve
What's Your Why?
Timeless Money Lessons
Use Your Equity Comp To Maximize Your 401(k)
When RSUs Vest You Need To Remind Yourself This
Three Things You Need To Do When Anticipating A Windfall Via Equity Compensation