#58 – WWBD Part II

In this episode Eric and Matt cover part II of our “what would a billionaire do?” series. Learn more about how billionaires approach investing, managing their assets, risk management, travel, their legacy and more.

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#57 – WWBD? Part 1

In this episode Eric and Matt discuss WWBD – What would a Billionaire Do? In this multi-part series Eric and Matt discuss how Billionaires approach their financial affairs – and things you can learn from their approach to apply to yourself.

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#56 – Residency and State Income Tax Planning

COVID has drastically changed and accelerated the remote work environment, opening up the possibility to work from anywhere. With those changes come state income tax considerations, and planning opportunities. In this episode Eric and Matt dive into some basics of state income taxation related to compensation income, stock options, capital gains and more.

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#55 – FIRE

Have you heard of the FIRE movement? FIRE stands for “Financial Independence, Retire Early”. In this episode Eric and Matt dive into the FIRE movement and the various types of FIRE.

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#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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