Podcast

We're talking about some quick and effective tips to help with identity theft issues in this episode.

Since it is Tax Time, I thought it would be worth talking about taxes and equity compensation. Actually, tax time is year round so this topic applies regardless of the time of year.

I've been asked a lot recently about inflation, interest rates, the market and more. In this episode I share some thoughts.

I thought I would take a few minutes to explain why I built a Flat Fee Financial Planning firm from scratch.

There is one key question every person MUST ask their financial advisor.

The end of the year is a traditional time to give to charities. I thought it was important to review how this can be done with equity compensation.