All Episodes

Have You Outgrown Your DIY Financial Plan?

Should I sell my Employer Stock? Traps to Avoid and Tricks to Maximize

Incentive Stock Options - Key Strategies to Optimize

Stock Options Give You Options - Mastering Your Equity Comp

Federal Tax Rates Extended - What This Means for Tax Planning

The Lifestyle Buffer: How We Build Flexibility into Retirement Planning

Unlocking Retirement Planning: The Power of Monte Carlo Analysis

How Roth Dollars Create Flexibility in Retirement

Three Core Planning Concepts for High Income Earners

The Essential Planning Checklist for High Income Earners

Am I Buying a Financial Plan or a Financial Product? The Difference Between Being Served and Being Sold

"Trump Accounts" for Children - How They Work and How They May Fit a Financial Plan

HSAs in 2026: What's Changing with the OBBBA and What's Not?

Maximizing Meta's Employee Benefits: Advanced 401k, RSU, and Benefits Strategies

401k Mistakes to Avoid: Busting Common Myths and Misconceptions

Costly & Common RSU Mistakes: How to Strategically Plan Around Equity Compensation

Using Leverage to Strategically Grow Your Wealth

Guest Episode | Paul Reimer on the Habits and Disciplines of a Successful DIY Investor

Guest Episode | Paul Reimer on US Tech Stocks and the AI Boom, Contextualizing Current Valuations

Productive Tax Planning in an Uncertain Environment

Market Volatility: Productive Mindsets + Strategies to Reduce Fear and Effectively Invest

Defining Professional Investment Management and How to Get the Most Value from it

Pros and Cons of Rolling Over Retirement Funds to an IRA / Roth IRA

Guest Episode | Ryan Ash on Preparing your Business for a Successful Exit

How Defined Benefit Plans Can Increase Total Retirement Contribution Potential for Business Owners

How to Build a Souped Up 401(k) Plan and Avoid Common Mistakes

Retirement Plans for Small Business: Starter Retirement Plans and When to Look at an Upgrade

Four Ways Business Owners Need to Think Differently About Personal Financial Planning

Tax Efficient Generosity

Tax Planning vs. Tax Filing - Comparing the Differences

What is a Roth Conversion?

Market Volatility & Presidential Elections: What Historical Data Tell Us

What Tools do You Need to Run an Independent Financial Planning Practice?

529 College Savings Plans - Strategies for Optimizing

Why You Shouldn't JUST Look for a Fiduciary

Money Mindsets: Comparing Price vs. Value

An Honest Conversation on Money Mindsets & Personal Finance

What "Financial Planning" Means at Abundance

Equity Comp Explained - What to do with RSUs, Options, and ESPP

2024 Special Tax Credits + Tips on Identifying & Using Them

What it Actually Costs You to Invest

Guest Episode | Drake Friesen on the Power of Tax Professional and Financial Advisor Collaboration

What Insurance Should I Care About? Part One

The Mega Backdoor Retirement Hack

Making the Most of Your Roth Dollars

All About HSAs

Three Overlooked Retirement Concepts

Pro Tips for Investing

Optimizing Your 401(k)

The Story of Abundance