Most people are worried about money. They think the next income or net worth target will change that, but it doesn't.
Time and time again we see this happen.
So how you you best handle this?
Listen as we help you think through this as well as how to eliminate guilt around spending.
May 31, 2024
19 min
In this episode with Paula Pant, we talk:
- Current state of the jobs markets
- Current state of the stock market
- Current state of interest rates
- What they all mean for you
- How planning changes when rates are where they are
May 24, 2024
35 min
In this episode with Abby Davisson, we talk through:
- her book and what the 5 C's are when going through a big decision
- a few life situations she has had and how she went through the decision
- how to make sure you make decisions based on what is most important
- how financial planners help do that
May 17, 2024
51 min
In this episode with Tyler Harris we talk:
- What C Corps are and how they work
- Why a business would and would not want to be a C Corp
- What QSBS is and the tax savings it can create
- How to stack QSBS
- What QSBS packing is to maximize the tax free potential
May 10, 2024
40 min
In this episode, we walk through:
- all the mortgage options you have and what we prefer and each did
- the ongoing costs of owning a home
- what to change in your financial plan after buying
May 3, 2024
19 min
In this episode we walk through the upfront costs of owning home like:
- down payment
- earnest money
- property taxes
- insurances
- furniture
- etc
So you can best be prepared when you buy.
Apr 26, 2024
27 min
In this episode we go through Jacobs real life example of:
- what he bought for
- what he sold for
- costs that went into it to maintain the home
- taxes and fees
- The real return he got over 7 years
Apr 20, 2024
19 min
Rent vs buy is a constant debate.
Both Jacob and I are homeowners yet we can be realistic and look at the numbers.
In this episode we chat about:
- when renting can be better
- when owning is better
- the numbers behind mortgages
- and much more!
Apr 12, 2024
31 min
In this episode, Jacob and I talk about:
- how important it is to carve out different forms of investing as a business owners
- how investing is different as a business owner
- how to think through concentration
- how concentration alters the way you invest externally
Apr 5, 2024
21 min
In this episode with Ankur Nagpal we talk:
- about him scaling his first business to over $25mil in revenue
- tax planning moves he made to get $3mil capital gains tax free
- other tax planning moves to consider
- the power of solo 401(k)s
Mar 29, 2024
39 min
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