In this episode, we’re trying something new and doing a lightning pod where we cover several different topics in bite-sized chunks. In this episode, we talk about what we think about I bonds, how much should be in an...
Read MoreWhile we’re big proponents of Roth conversions, we wanted to review a new white paper that outlines the case AGAINST Roth conversions to: learn, challenge our thinking, and see where we agree/disagree. Tune it to hear what...
Read MoreIn this episode we talk about managing concentrated stock positions. How much of a single companies stock is too much? How does Restricted Stock Units and equity compensation impact my approach? What are...
Read MoreIn this episode we talk about the in-and-outs of life insurance for Oil & Gas professionals. What are you solving for? How much coverage do you need? What type of life insurance should I consider? How do I know...
Read MoreIn this episode we discuss the most common mistakes we see people make when hiring an advisor. We discuss why hiring an advisor who answers your questions isn’t enough, the multiple advisor diversification...
Read MoreHow do you use investment assets to produce the income needed for retirement? How much money do you need to be financially free? How much can you take from retirement portfolio every year? In this episode we dive into all...
Read MoreIn this episode we discuss what timing the market is and why it’s nearly impossible to do. We cover everything from historical market returns, behavioral finance, to current valuations. This episode illustrates the...
Read MoreANOTHER new piece of tax legislation has been proposed. While nothing is set in stone, it’s important to see what tax changes may be on the horizon. Changes to capital gains rates, income taxes rates, and the...
Read MoreIn this post, we’ll discuss how you can maximize the positives and plan around the negatives when it comes to the Walmart 401k. Pro: Low-Cost Funds Your investment returns are intimately tied to your investment fees. If...
Read MoreOne of the best analogies to working with a financial advisor is working with a car salesman. Most people assume financial advisors have a legal obligation to always act in their clients’ best interests. But the vast...
Read MoreIn this post, we talk through strategies around stock losses and tax loss harvesting. While it’s never fun to see your company’s stock trading at a substantial loss, you can use it to your advantage moving forward if you sell...
Read MoreFinding the right financial advisor is a convoluted mess. More investors are demanding to work with a fee-only financial advisor —Advisors subject to the fiduciary standard who do not receive commissions or kickbacks. Good news:...
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