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.
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.
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.
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).