#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.

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#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.

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#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.

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#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!

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#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!

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#48 – No Regerts

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).

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