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!
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!
To be financially fit, you must put in the work! In this episode Eric and Matt discuss what you need to know boost your financial fitness. Know your financial fitness ratios, numbers and more!
Death and Taxes… In this episode Eric and Matt give an overview of the current Estate and Gift tax system in the US. Who is taxed, when are you taxed, how are you taxed, and more!
We made it to 50 episodes! Eric and Matt answer a variety of listener questions in this podcast.
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!
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).
Have you considered starting a business or going out on your own? The rewards can be great, as can the challenges! Learn more about going out on your own in this episode with Eric and Matt!
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.
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!