Episode 40: A Guide To Emotional Investing

Episode 43: 2024 IRS Tax Law Changes

As we look ahead into 2024, I share some recently announced IRS tax law changes – tax brackets, standard deduction, health savings increases, retirement savings increases, and income phase out regions to qualify for Roth IRAs contributions. Whether you're an individual taxpayer, a small business owner, or just trying to make sense of the tax world, these changes will likely affect you.

Episode 42: Talking Family Finances During The Holidays

As the holiday season brings families together, it creates a prime opportunity to have meaningful discussions about future plans and financial well-being. While talking finances during the holiday season may seem overwhelming, these crucial conversations pave the way for having everyone’s complete understanding. In this episode, I guide you through this important conversation, offering structured talking points to ensure that your family talk is not only productive but also fosters a sense of clarity and mutual understanding amongst all.

Episode 41: Navigating Finances With Children

With nearly two decades of advising families on navigating finances with children, I find myself standing on the cusp of fatherhood. This episode is a high-level overview of preparing financially for the life-changing adventure of parenthood.

Episode 40: A Guide To Emotional Investing

Join me in this insightful episode into the world of emotions in finance. If my last episode enlightened you on money perceptions, know that it's our emotions that truly power our decisions. I’ll speak on how these feelings shape our approach to finances and provide some practical ideas to help you manage emotional investing.

Episode 39: The Psychology Behind Our Financial Decisions

In this episode, I delve into the psyche behind our financial decisions. Why do we sometimes prioritize the now over our future? I explore the psychology of money, the tug-of-war between instant gratification and long-term gains, social pressures, cognitive biases, and the tendency to overestimate our financial acumen. I wrap up with actionable insights so you can make better financial choices.