Archives

Monthly Archive for: "May, 2021"

S2E10 | Secure Act 2.0

S2E10 | Secure Act 2.0

“You can start thinking about it [SECURE 2.0] and maybe start talking to your advisor about what the implications might mean for you and setting up some contingent plans… What separates us from some […]

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S2E6 | Merging Finances

S2E6 | Merging Finances

“Go talk to a financial advisor. A lot of people see financial advisors as the people behind the portfolios and building financial plans, but in a lot of ways, we are like therapists. Being […]

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S2E5 | Life in 2030 Pt. 3

S2E5 | Life in 2030 Pt. 3

“The progression of technology is going to drastically change the economy. It’s going to drastically change the stock market and drastically change our lives in general. We think it’s very important to have these […]

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S2E4 | Employee Options & RSUs

S2E4 | Employee Options & RSUs

“Do tax planning otherwise you’re going to get a giant bill at the end of the year that you aren’t expecting. Definitely talk to your CPA or your financial advisor and get a plan […]

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S2E3 | Life in 2030 Pt. 2

S2E3 | Life in 2030 Pt. 2

“One of the levels of financial freedom is the point where whether you get paid or not, you’re going to work entirely because you want to, and not because you have to.  That is […]

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S2E2 | Raising Financially Responsible Kids

S2E2 | Raising Financially Responsible Kids

“We think the involvement of the child is pretty important when teaching them about finances. This allows them to start to understand the value behind what their parents are giving them and how the […]

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S2E1 | Life in 2030 Pt. 1

S2E1 | Life in 2030 Pt. 1

“We’ve got to remember that although trends change and the epicenter of where the most people are in the world keeps shifting, that doesn’t necessarily affect what we do from a financial standpoint for […]

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S1E9 | Psychology of Money Pt.4

S1E9 | Psychology of Money Pt.4

“Progress happens too slowly to notice and setbacks happen too quickly to ignore.  As soon as something happens and stocks go down dramatically, everybody’s ready to panic. That’s where the psychology of money comes […]

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S1E8 | Year-End Tax Planning

S1E8 | Year-End Tax Planning

“Taxes aren’t just a thing that you let happen and figure out afterward. It really should be a planning game where you try to get all the pieces in place. When you do file […]

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