In this solo episode Matt covers one of his favorite tax savings vehicles, the Donor Advised Fund or DAF for short. No amount is too small! Learn more in this episode today.
#89 – Top 5 Tax Questions
In this episode Eric covers the Top 5 Tax questions he gets as a CFP and Matt answers. Learn more now!
#88 – The Curveball Account
Sometimes life throws you curveballs! In this episode Eric and Matt discuss the importance of the “Curveball” account.
#87 – The Startup Life Cycle and Managing Liquidity Events
In this episode Eric and Matt discuss the various phases of the startup life cycle, the common types of equity compensation at each stage, and ways to manage liquidity events.
#86 – Scams, Fraud and ID Theft
In this episode Eric and Matt discuss the abundance of scams, fraud and ID theft and ways you can combat and help mitigate risk on these types of incidents!
#85 – Overlooked Benefits
In this episode Eric and Matt cover some of the most commonly overlooked employee benefits that may be available to you! Tune into this episode to find out more!
#84 – Dealing with Financial Anxiety
In this epsiode Eric and Matt discuss analysis paralysis and how to deal with Financial Anxiety Sometimes you just don’t know where to start… so how about here?
#83 – The Monopoly Rule
Do you like the game of Monopoly? Tune into this episode to learn more about how this can be applied to your own financial situation!
#81 – Taxes, How Do They Work?
In this episode Eric and Matt discuss some of the high level concepts on how taxes work – what is your marginal rate, how are different types of income taxed, and so on. Learn more in this episode!
#80 – How to Choose the Right Advisor For You
In this episode Eric and Matt cover some of the criteria you should consider and be thinking about when selecting a service provider as an advisor whether it be financial, accounting, insurance, tax legal or otherwise. Learn more in this episode!