3 Key Areas to Analyze for your Stock Options, Ep #143
Will Holt and Chad Smith
Stock options can be one of the most lucrative benefits of your job, but they can also be a tax land mine. Our resident tax professional, Will Holt, joins us…
Posts by Chad Smith
To Buy or Not to Buy in a Hot Housing Market, Ep #141
With the turbocharged real estate market, buying a house is not as easy as it once was. We’ve all heard stories of houses getting multiple offers, before they are listed…
Choosing the Right Investment Vehicles to Save for Retirement, Ep #140
So you’ve maxed out your 401k. Now what? It’s at this point where you feel like you’re doing a lot of the right things to save for retirement, but…
Investing for Inflation, Ep #139
Recent headlines have people thinking more about investing for inflation. It’s the most recent economic worry, but there’s always something to scare or concern investors. Think about the last…
The Rush to Retire Blueprint, Ep #137
A recent survey discovered that millions of Americans 55 or older are in a rush to retire. The pandemic has many contemplating retiring years earlier than originally imagined after…
3 Not-So-Obvious Retirement Roadblocks, Ep #136
Have you ever been on your way to an epic summer road trip and then all of a sudden you come upon a roadblock? An unexpected work zone that is…
Our 3 Step Investing Process, Ep #135
What are you investing for? Many say higher or better returns–but higher or better than what? What do those higher returns make possible for you? To have a successful investment…
What to Expect from a Financial Advisor – The 5 C’s, Ep #134
Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you. Today we’re talking through a list of attributes you should expect when looking…
Tax Planning with the New American Rescue Plan, Ep #133
The American Rescue Plan was recently passed, but do you know all the changes it will bring? You probably already know about the stimulus checks, but you may not know…
Hidden Financial Mistakes and How to Spot Them, Ep #131
Do you ever wonder about what hidden financial mistakes you are missing? Sometimes our financial mistakes aren’t obvious, so in this episode we are discussing 3 hidden financial mistakes that…
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