Dec 23, 2022
It's your money, and you need it now! In this episode, we discuss the best short-term investments when you want to earn a return from your cash - without exposing it to a risk of loss. We cover:
- How current events may drive people to make bad investment decisions
- Why you have to start the short-term investment convo...
Dec 9, 2022
The only constant variable that you can truly rely on is change.
This is what makes financial planning so hard. An actual plan that you put down on paper is outdated before the ink is even dry, because every single piece of new information will throw your charts and your projections and your linear action steps out...
Nov 25, 2022
Massive layoffs at Facebook and Amazon. Stumbles at Google and Lyft. A shaky year in the stock market for the tech giants - all capped off by a tremendously spectacular blowup at crypto platform FTX.
The idea that "current success is the biggest indicator of an upcoming failure" seems especially resonate these days...
Nov 11, 2022
Want to pay less in taxes? Who doesn't! In this episode of the show, we're talking through 5 ways that you can significantly reduce your tax exposure, and therefore save money by not sending so much of it off to the IRS.
Today, we're discussing strategies to:
1. Create liquidity from investments without triggering...
Oct 28, 2022
It might sound a bit odd coming from the finance pros, but it's true: it's irresponsible to use math alone to build a financial plan.
That's because money isn't a math problem. Too often we think we can just plug numbers into a formula and rely on the answer that it generates, but that leaves out a lot of variables that...