#54 – First Step Cash Management Program

In this episode discuss the “First Step Cash Management Program”, an alternative to our 50/20/30 rule that was discussed in earlier episodes. If you are struggling with budgeting or just looking for different ways to do your cash flow planning, listen to this episode!

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#49 – Peter Thiel’s Roth IRA

Do you want to be a multi billionaire from your Roth IRA like Peter Thiel? We can’t help you pick the right investments to make that happen, but we can help you decide whether a self-directed IRA or Roth IRA is right for you!

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#48 – No Regerts

If you had to do it all over, what would you have done differently? In this episode Eric and Matt discuss some of the financial decisions they would have made differently with the benefit of experience (and hindsight).

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#46 – Charitable Giving & Philanthropy

Giving back through philanthropy is an important part of many HENRY’s financial plans and goals. In this episode Eric and Matt discuss some of the ways about how to think about charitable giving in the context of your financial plan and some important financial and tax considerations when giving.

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#45 – Cryptocurrency and Crypto Assets

There has been a big rise in popularity this year about Cryptocurrency and Crypto Assets such as Bitcoin. In this episode Eric and Matt discuss how to approach Crypto investing including understanding risks, how much of you should consider allocating to Crypto if anything, and more!

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