The Long Game

In this episode with Rubin J. Miller, CFA we talk: - what is going on with interest rates and how that effects the way you should create a portfolio - what makes a good portfolio - why the bond allocation should be different for everyone - why allocation to just US stocks might not be the best move - why I do not hold bolds - and so much more

In this episode with Mitchell Baldridge CPA we deviate from the financial topics and talk: - Building a business - Lessons we each have learned - Why we both like working on multiple things at a time - Business lessons on solving problems, growing, etc. You will really enjoy this change of pace.

In this episode with Adam Nash, we talk: His journey and all the major companies he has been apart of an ran (Linkedin, dropbox, Acorns, Wealthfront, and now Daffy) The benefits of donating to charity What a donor advised fund is How to best use donor advised funds Some real life examples And then we go through his new company helping make this easier, Daffy You can check out more about Adam and Daffy below: Twitter: (@DaffyGiving) LinkedIn Facebook YouTube Adam’s Twitter (@adamnash) Adam’s LinkedIn

In this episode with Cody Garrett, CFP we talk: - the difference between Roth and traditional - why all Roth all the time is not often the right move - the pro's and con's of each - real life example - the power of Roth conversions - and much more!

In this episode with Christopher Gipe we chat about: - why you need to protect your wealth - how to protect your wealth - the basics parts of asset protection - the more complex parts like domestic asset trusts - the "it cannot happen to me" mentality - some stories to help people understand what CAN happen to you

In this episode with Frazer Rice, Author & Host of the Podcast "Wealth Actually", we talk: - All about the corporate transparency act coming in 2024 - What changes are coming in 2026 as tax laws sunset - How to plan for them based on what wealth level you are at - Why waiting till 2025 is a bad choice - Some charitable planning ideas for families to instill values in their children

In this episode with Mike Zung, CFP® we talk: - ALl things ISO's, how they work, how they are taxed - What AMT is and why you need to watch out for it - How to best plan around ISO's - Tax laws that could drastically change the picture and planning around ISO's

In this episode I introduce you to my new hire, Ryan Dolan and share what the role is, what the plans are, our story and how we know each other, etc.

In this episode with Anne Rhodes (my co host for my wealth.com podcast) we talk what to do after you have a trust: - How to fund it - What accounts/investments should go in - What should be named in the trust vs beneficiary - And much more This is a really important topic as way too many have unfunded trusts out there.

In this episode with ben Lake, CFA, CFP® we talk: - the importance of having a financial decision tree - how to prioritize what is the best tax moves/financial moves with what matters most - mistakes we see people make as they get wealthy