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!
#52 – Are You Financially Fit?
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!
#51 – Death and Taxes
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!
#50 – AMA Episode
We made it to 50 episodes! Eric and Matt answer a variety of listener questions in this podcast.
#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!