EP 75 - Talking About Taxes
The best time to talk about taxes is early enough to really plan for them. In this episode I share some thoughts on general tax concepts and upcoming tax changes.
The best time to talk about taxes is early enough to really plan for them. In this episode I share some thoughts on general tax concepts and upcoming tax changes.
With all the volatility in the market, I wanted to share some quick tips for those with concentration risk.
I use a bucket strategy with my clients in or just entering retirement. It helps maintain a more stable retirement in times like this when the market is volatile.
There are lots of benefits to working with a flat fee financial advisor. In this episode I break down some of the financial ones.
In this episode I talk about some of the biggest mistakes you can make with equity compensation.
In this episode I share some findings of what spending in retirement really looks like.