In this episode Eric and Matt discuss some to do items you can cover as part of a Spring or Summer financial checkup. Listen in for tips!
#61 – New Car – Buy or Lease?
In this episode Eric and Matt dive into a question that comes up a LOT. When looking for a new vehicle, do you purchase or lease? Listen in to this episode to find out more!
#60 – Preparing for Tax Time!
In this episode Eric and Matt discuss how to be prepared for tax season working with your accountant and tips and tricks to keep in mind for a smooth tax filing experience.
#59 – Tax Preparer vs Tax Advisor
In this episode Eric and Matt discuss the difference between a Tax PREPARER and a Tax ADVISOR – And why having the right type on your team depends on what you are looking to get out of the relationship.
#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.
#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.
#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.
#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.
#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!
#53 – Proposed 2022 Tax Changes!
In this episode Eric and Matt do a quick run down of the recently proposed tax legislation currently being considered by Congress. Learn more about proposed new changes in this episode!