All Episodes
The Executive Financial Planning Podcast — 66 episodes
Why the Wrong Tax Preparer Could Be Your Most Expensive Mistake
Mom needs Care. Where should we go?
The Nursing Home is Going to "Take" All of My Money
The Biggest Expense You’ll Have in Retirement Isn’t What You Think
Intrinsic Value vs. Real Value — Are You Valuing Your Options Correctly?
Two Big Mistakes You May Be Making With Your Stock Options
Donor Advised Funds: Give Smart or Give Wrong
Stop Selling Before You Give: The Charity Tax Trap
Cash Is Queen: The Financial Chess Move Most High Earners Are Getting Wrong
Section 351 Exchanges
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