Everyone has a money story… your own experience learning about money, mistakes made and lessons learned. In this episode Eric discusses his money story and the valuable lessons learned.
Life is about choices and trade offs. In this episode Eric and Matt discuss tradeoffs as it relates to your financial goals, and some useful exercises to engage in to help flush out some of your ultimate financial goals.
Eric is on spring break, so in this episode Matt covers some of the recent changes for 2020 and 2021 income taxes including some special tax code changes you will absolutely want to be aware of!
Environmental, Social and Governance Investing is a growing trend in today’s financial markets, and especially attractive to Millennials and younger generations. In this episode Eric and Matt explore the history of ESG Investing, define what it is, and analyze some of the performance of these investments compared with traditional asset classes.