All Episodes
ThimbleberryU — 159 episodes
Aging Gracefully in Tech
When One Partner Retires First
Employee Stock Purchase Plans - Are They Worth The Effort?
The Tax Time Bomb In Your Retirement Accounts
Tax Time Stress Test- Proactive Planning for Equity and Bonuses
ThimbleberryU 153 - Confidence Under Uncertainty for Healthcare Professionals
Tech Burnout Blueprint: Aligning Money With Mental Health
The Shift From Saver to Spender - Transitioning Into Retirement
10 Lessons from 10 Years at Thimbleberry Financial
Choosing Between Tech Companies
Caring for Aging Parents While Planning Your Own Retirement
Why It Feels Like Everyone Has More Money
RSUs in 2025 Explained
T-Bill Myths on Social Media
Money Habits That Stick - Gamifying Savings (Part 2)
Money Habits That Stick- Gamifying Savings (Part 1)
The Tax Return Mistake That Undermines a Backdoor Roth Strategy
Estimated Taxes — What They Are Why They Matter and How to Handle Them
Estate Planning Pitfalls and How To Avoid Them (Part 2)
Estate Planning Pitfalls And How To Avoid Them (Part 1)
HealthCare: Preparing Financially for Career Burnout
Equity Compensation - How and When To Walk Away
She Will Outlive You: Stop Putting Off The Conversation
What Makes a Financial Plan Work - And What Gets In The Way
What To Do When Someone Dies
What is an 83(b) Election?
Navigating Family Conversations About Aging and Finances
The Thimbleberry Virtual Experience
Creating Income and Legacy - A Case Study
NIH Funding Changes and Job Security
Why Amy Does What She Does
Why a HELOC is NOT A Cash Reserve
Tricks to Make 2025 Your Most Financially Successful Year Yet
Teaching Kids Financial Responsibilty, Part 2
Teaching Kids Financial Responsibility, Part 1
Navigating an Early Retirement Offer
Building Intergenerational Wealth
Investment Advice vs Financial Advice
Retirement Myths Debunked, Part 2
Retirement Myths Debunked, Part 1
Lump Sum Investing vs Dollar Cost Averaging
Making More and Better Decisions
Is Your Portfolio Too Concentrated?
Safeguarding Senior Finances
Retirement Distributions: A Case Study
Balancing Equity Compensation and Life: Tech Professionals 6 of 6
Five Myths of Retirement Planning
NQSOs: Simplifying Equity Comp: Tech Professionals 5 of 6
Embracing a Future Phase of Life
Mastering ISOs: Tech Professionals 4 of 6
Choosing Funds in a 401k or 403b Account
RSUs and Streamlining Wealth Building: Tech Professionals 3 of 6
Do I Change The Investments in My Inheritance?
How to Maximize your ESPP: Tech Professionals 2 of 6
Roth Account Tricks for High Earners
Unlocking Your Equity Compensation: Tech Professionals 1 of 6
Celebrating Success
Healthcare Professionals 6 of 6: Your Legacy Doesnt Go With You
Financial Planning AND Weatlh Management - Why Both?
Healthcare Professionals 5 of 6: Protect Yourself and Your Family
Little Known Secrets of Incentive Stock Options
Healthcare Professionals 4 of 6: The Tax Prescription
Planning for a 6 Month Break Between Jobs
Healthcare Professionals 3 of 6: Your Investments Are Medicine
The 50-30-20 Budgeting Rule
Healthcare Professionals 2 of 6- Planning for the Long Haul
Be Your Own Super Hero After A Data Breach
Healthcare Professionals 1 of 6: Assessing Financial Health
Conducting a Beneficiary Review
S&P 500 – It’s Not a Diversified Portfolio
Executing a Backdoor Roth
Navigating Personal Finances as a Tech Executive
The Retirement Trifecta: Income, Assets, Expenses
Which Advisor is a Fiduciary?
Thinking Through a New Mortgage with Higher Interest Rates
Taxation of RSUs
Structure Cash
My Company Stock is Down – Now What?
Secure Act 2.0
Amy’s Story
What Did We Learn About Ourselves?
Why Is This Market Different?
How to Harness Opportunity in the New Year
Year End Capital Gains Distributions
Decision Fatigue
When Is The Right Time to Start Saving?
What Do I Do When I'm Laid Off?
Nuts and Bolts of Estate Planning
Emotional Fatigue
Importance of a Password Manager
Why a Recession Shouldn't Matter To You
Tracking Basis on a Residence
Creating Your Own Sabbatical
Discussing Aging
Vacations and Retirement
Types of Life Insurance
Meet the Thimbleberry Team
The Future of Roth Accounts
The Right Time to Save
The Invasion of Ukraine and My Money
Mindfulness and Money
Is Having A Mortgage In Retirement Bad?
What To Do With a Tender Offer
You Landed Your First Big Tech Job. Now What?
How your Relationship with Future Self affects Goal Achievement
What Should Go In My Annual Financial Review?
The Top 6 Retirement Planning Mistakes
Save More by Shrinking Your Monthly Income
Qualified Charitable Distributions
The House Tax Plan
Stock Tender Offers
End of Life Checklist
What's My Magic Retirement Number
Best Practices for Inconsistent Income
When The Client Advisor Relationship Doesn't Work
6 Strategies of Optimistic Thinkers
The Income Danger Zone
Talking To Your Spouse About Money
Tax Efficient Investing
5 Items to Make or Break Your IPO Dreams
Building Your House or Pyramid
Deferred Compensation Plans
What To Do When You Get a Windfall
Creating A Good Client Experience
GameStop Drama Explained
Mortgages and Refinancing
5 Things To Do Post Residency
My Company Is Going Public. Now What?
Real Tacos Can Not Contain Eggplant - A Guide to Roth Distributions
Setting S.M.A.R.T. Goals
Decision Making and Stress
What Does a Biden-Harris Win Mean?
Equity Compensation Questions
For The Nurses
Preparing For The Election
Trump Tax Returns
Why We Do What We Do - And Becoming Better
Women In Tech
Reducing Spending - Tips and Tricks
A Financial Planning FIRST Advisor
Continuity Planning
Issues for Physicians
Employee Stock Purchase Plans
Kids and Money
Coronavirus and Life: The Not Fun Stuff
How Will Coronavirus Change The Conversation
The CARES Act
Biases in Investing
Coronavirus and The Market
Roth Mistakes
Questions To Ask An Advisor
The SECURE Act
New Years Resolutions
101 on RSUs
The Power of Roth Money
Market Volatility
Why Insurance?
Tax Diversification and The Triangle
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