The Problem With Taking Big Bets
So you took a big bet on an individual stock and won, but what's next? When do you transition from concentration to diversification? Will you take mor...
Do More With Your Money
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About
Welcome! The 'Do More With Your Money' podcast is an exploration of using money not only as a tool to build wealth but ultimately to create a meaningful life. My goal is to help you think differently about your money!
Bitcoin: Economic Empowerment vs. Investment Hype
Join weekly tips here In this episode, I share my thoughts on the current state of Bitcoin. While I recognize the benefits of economic empowerment bit...
Top Mistakes People Make With Equity Compensation
Join Weekly Tips Email List Equity compensation can be a complicated financial planning topic to navigate especially if your company doesn't have the ...
The Problem With Predicting Market Crashes
A broken clock may be right twice a day, but those shouting claims of market crashes are wrong far more often. Market corrections and crashes are part...
Initial Takeaways From Biden's "American Families Plan" Tax Proposal
Join Weekly Tips Here In this episode, I share my initial takeaways from Biden's "American Families Plan" Tax Proposal including planning strategies t...
Using Financial Planning To Find Balance
Join Weekly Tips It's not always about maximizing the monetary aspects of your finances. When are you doing enough? Are you spending in a way that pro...
Benchmarks And Return On Effort
Join Weekly Tips Here When considering the opportunity cost of investment decisions, it's important to have a benchmark to compare to for perspective ...
Skin In The Game
Anyone can throw money at an investment. I’m way more fascinated by someone with skin in the game actually building a business. Especially when they l...
All Bets Are Off Once Your Company's Stock Is Publicly Traded
Join weekly tips here If you own shares in a private company that turns into a publicly-traded company — you’ve already won. HOWEVER, once the share...
The Three Most Important Metrics In Financial Planning
Click here to join weekly tips. When it comes to the technical side of financial planning, there are three metrics I consistently come back to for det...