Podcast

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.