How to Make Decisions About Your Equity Compensation Plans, Ep #97
Does your employer offer an equity compensation plan? Are you one of the 76% of people who have not exercised their stock options or sold shares of their company stocks?…
Podcast
Buying a Timeshare: Trick or Treat?, Ep #96
 There’s a lot of conflicting information about buying a timeshare. Many call it the worst financial decision you could make. On this episode, we invite Allison Berger to discuss…
The Dreaded IRS Letter: Dealing with a CP2000, Ep #95
Every year there are approximately 140 million tax returns filed with the IRS and of those, 4 million will receive an IRS letter stating that there is a discrepancy. Your…
Top Wealth Builders for the Retirement Homestretch, Ep #94
 Many of you are inching closer to retirement and the decisions you make now with these wealth builders will have a big impact on your retirement lifestyle. It’s time…
Save More Time & Money During Back to School Time This Year, Ep #93
 Are you looking for money and/or time-saving tips now that the summer is over and the kids are back to school? Summer can always feel expensive with summer camps,…
Creating a Framework for Making Financial Decisions, Ep #92
How do you make financial decisions? Most people have trouble articulating their framework for making financial decisions. It begins with finding a healthy balance between spending and saving. Sounds easy…
A Few More to Add to Your Summer Reading List, Ep #90
How do you pick the books you read? Do you add book recommendations to your summer reading list throughout the year? Do you use an Amazon Wishlist or social media…
How Sequence of Returns Risk Could Impact You, Ep #89
Most people know little to nothing about sequence of returns risk. The subject doesn’t make for the most interesting topic for cocktail party discussions. Even though, some refer to it…
Memorable Financial Lessons From Pop Culture, Ep #88
 Most of us have likely been in a conversation and said, “That reminds me of a scene in the movie…” to emphasize a point. Movies have a powerful way…
Guide to Preserving Yours or a Loved Ones Legacy, Ep #87
 Nobody likes to talk about the two certainties of life: death and taxes. So much so that we delay important decisions on how to deal with our assets for…
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