The Long Game

The start of the year as a business owner should be about planning. IN this episode we walk through: - How to get organized - How to think through what you will do this year with your business and how to make key strategic decisions - The documents you need to understand - Why tax planning is important to start at the beginning of the year

In this episode with Steven Jarvis, CPA, we talk: - Roth vs traditional - what a Roth conversion is - how to do a Roth conversion - Times it makes sense and time is does not - Things to look out for

Dr. Julie Gurner, an executive performance coach known for empowering high-achievers, shares her insights on what distinguishes the ultra successful. She emphasizes key traits like persistence and drive, over mere motivation. The conversation explores the transformative power of coaching and the importance of focusing on three main life areas—work, friendships, and family. Gurner also discusses the fear of failure in decision-making and advocates for intrinsic motivation, encouraging listeners to find joy in their pursuits while balancing personal fulfillment with professional achievements.

In this episode and the start of a new season, I welcome on a new Cohost, Jacob Turner. In this episode we share our stories of why we became financial advisors. We also talk about: - the value of good advice - the impact of avoiding big mistakes - how much of a change a few key decisions can make

For the last episode of this season, I did my first and hopefully last solo episode (with a sore throat). In this episode, I talked about: - the power of doing backdoor Roth contributions - how to properly do them - why you need all other IRA balances to be $0 at year end - how to accomplish that and having them be at $0 - the need for form 8606 If you want to read more about that, here is a great blog post I did on this topic before.

Financial planning is complex enough for US citizens. Yet many plan to move out of the US for retirement. So how do you best plan for that? In this weeks podcast with Jack Thomas, we talk about this and what to consider. As well as help talk through financial planning for people who are from abroad and working in the US now.

In this episode with Mark Cecchini, CFP® we talk about: - The various types of liquidity events - How to best plan for them - Tax planning based on type of equity - What equity to sell first - How to best take the emotion out of the decision

So many people say they cannot get a mortgage because they are a business owner and they aren't wrong. It is more complex... but doable. You just have to know the right people and the things you need to do to make yourself a better candidate. We walk through what that looks like in this episode with Carl.

The end of the year is the BEST time to be doing tax planning. But you may be wondering what you need to think about doing. In this episode with Ryan Dolan, we walk through 10+ tax planning moves you should be thinking about. We talk through both business owners and employees.

IN this episode with Daniel Crosby we talk about: - How the Jones's are not as rich or happy as you think - How time is scarcer than money - How a house is a place to live, not an investment - How market corrections are more common than your birthday, expect them - How if you are excited about an investment, it's probably a bad idea - Why infrequent splurges bring the greatest happiness You guys will love this one!