The Long Game

One of the hardest things for people to figure out is "what is enough" for them. For most, they have a number, they hit it, and then the goal poasts move. What can you do to work through this? It really depends on what your motives really are.

Exploring the paradox of financial anxiety despite wealth, handling guilt around spending, managing wealth post-financial goals, seeking advice for informed choices, and transitioning from data-driven decisions to value-based choices

In this episode with Paula Pant, we talk: - Current state of the jobs markets - Current state of the stock market - Current state of interest rates - What they all mean for you - How planning changes when rates are where they are

In this episode with Abby Davisson, we talk through: - her book and what the 5 C's are when going through a big decision - a few life situations she has had and how she went through the decision - how to make sure you make decisions based on what is most important - how financial planners help do that

In this episode with Tyler Harris we talk: - What C Corps are and how they work - Why a business would and would not want to be a C Corp - What QSBS is and the tax savings it can create - How to stack QSBS - What QSBS packing is to maximize the tax free potential

In this episode, we walk through: - all the mortgage options you have and what we prefer and each did - the ongoing costs of owning a home - what to change in your financial plan after buying

In this episode we walk through the upfront costs of owning home like: - down payment - earnest money - property taxes - insurances - furniture - etc So you can best be prepared when you buy.

In this episode we go through Jacobs real life example of: - what he bought for - what he sold for - costs that went into it to maintain the home - taxes and fees - The real return he got over 7 years

Rent vs buy is a constant debate. Both Jacob and I are homeowners yet we can be realistic and look at the numbers. In this episode we chat about: - when renting can be better - when owning is better - the numbers behind mortgages - and much more!

Exploring the importance of diversified investing for business owners, how concentration impacts external investments, and the strategic approaches business owners should consider for financial planning and risk assessment.