All Episodes

College Savings Tools You Need to Understand

Understanding Trump Accounts

Different Strategies for Exercising your Stock Options

Real Estate as an Investment Vehicle with Mark Shuler

What is your burn rate?

Balancing Abundance and Scarcity in your Financial Life

Reviewing your Tax Return for Errors

Turning your Children into Leaders through Youth Sports with Ryan Virtue

The Father of the 401(k)

Taboo Financial Topics with Matt Gottshall

Unlocking the Potential of Deferred Compensation Plans

Corrections, Bear Markets and Opportunities

Hiring and Maintaining Top Talent with Jennifer Osborn

Will the 4% Safe Withdrawal Rule Still Work?

How Much Life Insurance Should I Consider During Open Enrollment?

10b5-1 Trading Plan: Minimizing Impact of Blackout Periods and Limiting Risk of Insider Trading

Understanding Disability Insurance

HSA vs. Traditional: The Health Plan Showdown

Get in Touch with Your Values with Doug Lennick

myStockOptions.com with Bruce Brumberg

Negotiating Employment and Severance Agreements with Kami Brauer

Happy Spouse, Happy Life

Saving Taxes with Net Unrealized Appreciation

Climbing the Ladder with Julia Sieck

Balancing your values with your resources

Reducing Taxes by Exercising and Holding Incentive Stock Options

Contributing to my 401(k) when I'm in the top tax bracket

Private Insurance Solutions

Getting More Tax Savings From Your Charitable Giving

What's Negotiable When Changing Employers

How to Get Your Child Into Their "Reach" School

Balancing Life's 4 Freedoms

Using RSUs to Derisk and Fund Your Goals

3 Tips for Maximizing Your Bonus

Stock Options Strategies to Reduce Taxes and Boost Returns

State Tax Planning for Options, RSUs, and Deferred Comp with Dan Hodgin, CPA

Ex Pat Positions

Climbing the Ladder While Raising Children with Detria Courtalis, VP of Sales, Pandora North America

Death (Checklist) and Taxes

The Basics

Climbing the Ladder: Creating a "life plan" –and following it—to franchise as your second career with Paula Janmey of The Goddard School

Starting a Business with Dennis Dlugosz, CPA

Real Estate as an Investment Vehicle with Andrew Coleman, CBRE Market Leader

Climbing the Ladder: Taking risks to create your dream career with First Watch Chief Marketing Officer Matthew Eisenacher

Contentment

Reducing Taxes and Risk using Deferred Compensation

Accessing Retirement Funds Early

Should I have a Trust?

How to "get rich quick"

What's better, RSUs or stock options?

ESPPs with guest Matt Gottshall CFP®, ECA

How to Hire a Financial Advisor

Managing Overconcentration Risk in your Company Stock

Tax mistakes to avoid with your company Stock Options and Awards

Navigating Executive Benefits

Introduction | Money and Balance