Category: Podcast

In this episode, we talk about how to plan for your annual bonus. We build a framework for understanding how to balance spending, investing, paying taxes, and saving those funds. We also talk about how it touches other parts of...

In this episode, we talk about how to be an above-average investor. What does the data tell us? How good are professional investors? Can advisors help you be a better investor? Show Notes   Follow on Your Favorite Podcast...

Financial planning is an industry buzzword, but what does it actually mean? Is it a 40-page plan? Is it only retirement planning? Does every advisor do financial planning? Can a hybrid broker be a financial planner?   Show...

In this episode, Justin talks through the recent pieces of tax legislation and what it might mean for the future of taxes. We discuss how indirect taxation, the wealth tax, high-income brackets, and the growing army of IRS...

In this episode, we talk about Secure Act 2.0, the newest piece of tax legislation passed into law. We discuss the major changes, how it impacts O&G professionals, and who are the winners/losers as a result of the new rules....

In this episode, we discuss the market’s performance for 2022. We discuss the biggest surprises, why we’re bullish, and what the data looks like over a longer time period. Show Notes JP Morgan’s Guide to the...

What should you do if you are in your 50s and your employer starts taking away benefits? In this episode, we discuss when you should leave, how to consider the trade-offs, and how post-employment consulting fits in. We also...

In this episode, we talk about what important financial planning strategies you should consider prior to year-end. We also discuss the importance of working with your CPA to ensure the plans executed are actually reflected on...

In this episode, we talk about what happens to your financial plan when you’re gone. How do I ensure my financial plan continues and that my surviving spouse is taken care of? How do I set my family up for success? Show...

In this episode, we talk about wealth management fees. Why is the average person overpaying? Why does the average person not even know what they’re paying? (hint: Wall Street made it this way) We end the episode outlining...

In this episode, we talk to Rusty Gilbert about everything ESG investing. How much of a difference is it making vs. just being a new industry buzzword? How do you account for the variety of definitions domestically and...

https://youtu.be/_OwjKD1GMp4http://https://youtu.be/_OwjKD1GMp4 Meet our new associate financial planner, Nathan Steele. In this episode, we talk to Nathan to learn more about his background and career transition from natural...