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Episode | Date |
---|---|
#105 - Intro to Life Planning
|
Apr 23, 2024 |
#104 - Reviewing your Portfolio's Asset Allocation
|
Apr 16, 2024 |
#103 - Accounting for Crypto Transactions
|
Apr 09, 2024 |
#102 - How to Prepare for an IPO
|
Apr 03, 2024 |
#101 - Budgeting for Financial Curveballs
|
Feb 27, 2024 |
#100 - 100th Episode!
|
Feb 20, 2024 |
#99 - Lifetime Tax Planning
|
Feb 13, 2024 |
#98 - Bitcoin ETFs
|
Feb 06, 2024 |
#97 - Qualified Small Business Stock (QSBS)
|
Jan 30, 2024 |
#96 - Expiration of the Tax Cuts and Jobs Act
|
Jan 24, 2024 |
#95 - Deferred Compensation
|
Jan 16, 2024 |
#94 - Investment Planning for 2024 and Beyond
|
Jan 09, 2024 |
#93 - Three Cash Flow Management Techniques
|
Jan 02, 2024 |
#92 - Year End Tax Planning
|
Dec 26, 2023 |
#91 - Top 5 Questions for Financial Planners
|
Dec 21, 2023 |
#90 - Donor Advised Funds (DAF)
|
Nov 14, 2023 |
#89 - Top 5 Tax Questions
|
Nov 07, 2023 |
#88 - The Curveball Account
|
Oct 31, 2023 |
#87 - The Startup Life Cycle and Managing Liquidity Events
|
Oct 24, 2023 |
#86 - Scams, Fraud and ID Theft
|
Oct 19, 2023 |
#85 - Overlooked Benefits
|
Aug 15, 2023 |
#84 - Dealing with Financial Anxiety
|
Aug 08, 2023 |
#83 - The Monopoly Rule
|
Aug 01, 2023 |
#82 - Financial Rules of Thumb, Should you Care?
|
Jul 04, 2023 |
#81 - Taxes, How Do They Work?
|
Jun 27, 2023 |
#80 - How to Choose the Right Advisor For You
|
Jun 20, 2023 |
#79 - Mortgage Choices - ARM vs Fixed Rate?
|
Jun 13, 2023 |
#78 - You Bought a House, Now What?
|
Jun 06, 2023 |
#77 - Tax Strategies for Vacation Homes
|
May 30, 2023 |
#76 - Learning about your Credit Score
|
May 23, 2023 |
#75 - Estate Planning Basics
|
May 16, 2023 |
#74 - Highly Concentrated Stock Positions
|
May 09, 2023 |
#73 - Vehicles for Business
|
May 02, 2023 |
#72 - Traditional or Roth for Retirement?
|
Apr 25, 2023 |
#71 - New Year Financial To Dos
|
Apr 20, 2023 |
#70 - Planning for Tax Time
|
Apr 11, 2023 |
#69 - Financial Planning vs Financial Monitoring
|
Apr 04, 2023 |
#68 - Prioritizing Savings
|
Mar 17, 2023 |
#67 - Staying on Track
|
Sep 27, 2022 |
#66 - Navigating Market Volatility
|
Sep 20, 2022 |
#65 - NFTs
|
Aug 31, 2022 |
#64 - Pros and Cons of Self Employment
|
Aug 16, 2022 |
#63 - Planning for a Remodel
|
Aug 09, 2022 |
#62 - Spring/Summer Financial Checkup
|
Aug 02, 2022 |
#61 - New Car - Buy or Lease?
|
Jul 27, 2022 |
#60 - Preparing for Tax Time!
|
Mar 15, 2022 |
#59 - Tax Preparer vs Tax Advisor
|
Mar 11, 2022 |
#58 - WWBD Part II
|
Mar 04, 2022 |
#57 - WWBD? Part 1
|
Feb 09, 2022 |
#56 - Residency and State Income Tax Planning
|
Nov 16, 2021 |
#55 - FIRE
|
Nov 10, 2021 |
#54 - First Step Cash Management Program
|
Oct 26, 2021 |
#53 - Proposed 2022 Tax Changes!
|
Oct 19, 2021 |
#52 - Are You Financially Fit?
|
Sep 21, 2021 |
#51 - Death and Taxes
|
Sep 16, 2021 |
#50 - AMA Episode
|
Aug 24, 2021 |
#49 - Peter Thiel's Roth IRA
|
Aug 06, 2021 |
#48 - No Regerts
|
Jul 09, 2021 |
#47 - Starting a Business
|
Jun 29, 2021 |
#46 - Charitable Giving & Philanthropy
|
Jun 22, 2021 |
#45 - Cryptocurrency and Crypto Assets
|
Jun 15, 2021 |
#44 - Dollar Cost Average or Lump Sum?
|
Jun 12, 2021 |
#43 - DINKs
|
May 21, 2021 |
#42 - Matt's Money Story
|
May 04, 2021 |
#41 - Eric's Money Story
|
Apr 27, 2021 |
#40 - Tradeoffs
|
Apr 21, 2021 |
#39 - 2020 Tax Season Update!
|
Apr 13, 2021 |
#38 - ESG Investing!
|
Apr 06, 2021 |
#37 - Intro to 529 Plans
|
Mar 30, 2021 |
#36 - Childcare Costs
|
Mar 23, 2021 |
#35 - Financial Windfall... Now What?
|
Mar 16, 2021 |
#34 - Restricted Stock Grants
|
Mar 09, 2021 |
#33 - IRS Audit Red Flags
|
Mar 02, 2021 |
#32 - Mortgage Process
|
Feb 23, 2021 |
#31 - Withholding and Estimated Taxes
|
Feb 16, 2021 |
#30 - Budgeting for Baby
|
Feb 09, 2021 |
#29 - Traditional or Roth?
|
Feb 02, 2021 |
#28 - Investing in Rental Property
|
Jan 26, 2021 |
#27 - Life Insurance Basics
|
Jan 19, 2021 |
#26 - The Avocado Toast Financial Planning Club!
|
Jan 19, 2021 |
#25 - DIY Investing
|
Jan 12, 2021 |
#24 - Planning for Divorce
|
Jan 05, 2021 |
#23 - Driving the Top Line
|
Dec 29, 2020 |
#22 - Stock Picking
|
Dec 22, 2020 |
#21 - Understanding your 401(k)
|
Dec 15, 2020 |
#20 - Elections and Markets
|
Dec 08, 2020 |
#19 - Love and Money
|
Dec 01, 2020 |
#18 - Employee Benefits and Open Enrollment Part 2
|
Nov 24, 2020 |
#17 - Employee Benefits and Open Enrollment
|
Nov 16, 2020 |
#16 - 10 Questions to Ask a Prospective CPA or EA
|
Nov 10, 2020 |
#15 - Mortgage Interest Tax Rules
|
Nov 03, 2020 |
#14 - Incentive Stock Options
|
Oct 27, 2020 |
#13 - Backdoor Roth IRA
|
Oct 20, 2020 |
#12 - Buying a Home
|
Oct 13, 2020 |
#11 - High Level Tax Strategies
|
Oct 06, 2020 |
#10 - How to Hire a Financial Advisor
|
Sep 29, 2020 |
#9 - Fall Finance Checkup Part 2
|
Sep 22, 2020 |
#8 - Fall Finance Checkup
|
Sep 15, 2020 |
#7 - R.E.T.I.R.E. - Estate Planning
|
Aug 07, 2020 |
#6 - R.E.T.I.R.E. - Retirement Planning
|
Aug 07, 2020 |