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Your Next Dollar: Money Management for High Earners

Podcast door NerdWallet Wealth Partners

Engels

Business

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Over Your Next Dollar: Money Management for High Earners

NerdWallet Wealth Partners’ Your Next Dollar podcast helps high earners learn how to build wealth while still spending on what they value most. At this stage, you can afford anything, but not everything. When is it okay to splurge on your dream vacation or luxury gym? And how do you grow your wealth while doing it? Host Andrew Giancola digs into the decisions that come with a growing income: equity compensation, investing, housing, benefits, taxes, and every big life moment in between. Whether your top priority is family, financial freedom, health, or the experiences that make life worth living, this video podcast helps you think through where your next dollar should go.  Join host Andrew Giancola, with regular appearances from NerdWallet Wealth Partners' fiduciary financial advisors, as they tackle many of the biggest financial questions facing high earners, including: – Investing and wealth building: Tax-aware investing, diversified portfolios, index funds and ETFs, tax-loss harvesting, Roth IRA conversions, mega backdoor Roth contributions, real estate investing, and maximizing tax-advantaged accounts like 401(k)s, IRAs, and HSAs. – Equity compensation: Making informed decisions about restricted stock units (RSUs), incentive stock options (ISOs), non-qualified stock options (NSOs), employee stock purchase plans (ESPPs), vesting schedules, and when to sell versus hold company stock. – Financial planning and big decisions: High-income tax planning, charitable giving, donor-advised funds, retirement planning, financial independence (FIRE), cash flow management, buying a home, paying down debt versus investing, benefits selection, and when to consider hiring a fiduciary financial advisor. – Values-based spending and lifestyle trade-offs: How to splurge without derailing your financial goals, budgeting for travel and experiences, aligning your spending with what matters most, and balancing enjoying life today with building wealth for tomorrow. – Wealth protection and legacy: Estate planning, trusts, 529 plans and college funding, life and disability insurance, umbrella insurance, and what it takes to build generational wealth for your family. If you're looking for your new favorite personal finance podcast — built for high-earning  professionals — follow Your Next Dollar from NerdWallet Wealth Partners. We think You'll love Your Next Dollar if you like podcasts like: The White Coat Investor Podcast, Making a Millionaire, The Money Guy Show, Ready for Retirement, Money for Couples with Ramit Sethi, I Will Teach You to Be Rich, All the Hacks, Stay Wealthy, ChooseFI, The Iced Coffee Hour, or The Money with Katie Show. NerdWallet Wealth Partners LLC (NWWP) is a SEC registered investment adviser. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by any securities regulator. The content presented by NWWP on its Your Next Dollar podcast is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies, examples, and figures discussed are intended to be general in nature, subject to change at any time based upon market or other conditions and may not be suitable for every individual. Any hypothetical illustrations used are for educational purposes only and do not represent a guarantee or prediction of future results. All investments carry risk, including the potential loss of principal, and past performance is not a guarantee of future results. NWWP's investment advisory services are only offered where NWWP and its representatives are registered. Before making any financial decision, seek advice from a qualified investment, tax, or legal professional.

Alle afleveringen

10 afleveringen

aflevering The New Rules Of Personal Finance (For High Earners) artwork

The New Rules Of Personal Finance (For High Earners)

Learn how high earners can rethink old money rules on budgeting, spending, real estate, and building lasting wealth. Host Andrew Giancola and NerdWallet Wealth Partners CEO Ryan Sterling walk through eight personal finance rules that are worth questioning for high earners, including should you replace traditional budgeting with an automated pay-yourself-first approach? And how can simplifying your financial life accelerate your path to financial independence? Then, they answer a listener's question about whether buying a condo could be a smart stepping stone toward a high-value property like a New York City brownstone, or whether renting and aggressively saving for the target property could be the wiser move. Interested in working with a financial advisor? Visit nerdwalletwealthpartners.com [https://nerdwalletwealthpartners.com?utm_medium=podcast&utm_source=nerdwallet&utm_campaign=nwwp_mktg_internal_063026_yournextdollarepisode] NerdWallet Wealth Partners LLC (NWWP) is a SEC registered investment adviser. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by any securities regulator. The content presented by NWWP on its Your Next Dollar podcast is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies, examples, and figures discussed are intended to be general in nature, subject to change at any time based upon market or other conditions and may not be suitable for every individual. Any hypothetical illustrations used are for educational purposes only and do not represent a guarantee or prediction of future results. All investments carry risk, including the potential loss of principal, and past performance is not a guarantee of future results. NWWP's investment advisory services are only offered where NWWP and its representatives are registered. Before making any financial decision, seek advice from a qualified investment, tax, or legal professional.

30 jun 2026 - 36 min
aflevering Your Next Dollar Blueprint: How to Prioritize Your Money for High Earners artwork

Your Next Dollar Blueprint: How to Prioritize Your Money for High Earners

Learn how high earners could prioritize their money across seven steps, from income growth to backdoor Roth strategies. Host Andrew Giancola and NerdWallet Wealth Partners CEO Ryan Sterling walk through the seven-step Your Next Dollar Blueprint — an order of operations high earners could follow to prioritize their savings across accounts, from growing income and building an emergency fund to maxing out an HSA, 401(k), mega backdoor Roth, and more.  Download the Your Next Dollar Blueprint at nerdwalletwealthpartners.com/blueprint [https://nerdwalletwealthpartners.com/blueprint?utm_medium=podcast&utm_source=nerdwallet&utm_campaign=nwwp_mktg_internal_062326_yournextdollarepisode]  Interested in working with a financial advisor? Visit nerdwalletwealthpartners.com [https://nerdwalletwealthpartners.com?utm_medium=podcast&utm_source=nerdwallet&utm_campaign=nwwp_mktg_internal_062326_yournextdollarepisode] NerdWallet Wealth Partners LLC (NWWP) is a SEC registered investment adviser. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by any securities regulator. The content presented by NWWP on its Your Next Dollar podcast is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies, examples, and figures discussed are intended to be general in nature, subject to change at any time based upon market or other conditions and may not be suitable for every individual. Any hypothetical illustrations used are for educational purposes only and do not represent a guarantee or prediction of future results. All investments carry risk, including the potential loss of principal, and past performance is not a guarantee of future results. NWWP's investment advisory services are only offered where NWWP and its representatives are registered. Before making any financial decision, seek advice from a qualified investment, tax, or legal professional.

23 jun 2026 - 39 min
aflevering Here’s What You Should Consider Before Retiring at Age 50 artwork

Here’s What You Should Consider Before Retiring at Age 50

Learn how to plan for early retirement, bridge healthcare gaps, and build a portfolio that lasts. Host Andrew Giancola breaks down the top myths around early retirement with NerdWallet Wealth Partners CEO, Ryan Sterling. They cover how to calculate your financial independence number, structure your portfolio, and navigate healthcare costs before you can qualify for Medicare. They also rank some of their favorite places to retire and some of their favorite retirement money moves. Check your early retirement readiness with the free NerdWallet Wealth Partners calculator: https://nerdwalletwealthpartners.com/ontrack [https://nerdwalletwealthpartners.com/ontrack]  Interested in working with a financial advisor? Visit nerdwalletwealthpartners.com [https://nerdwalletwealthpartners.com?utm_medium=podcast&utm_source=nerdwallet&utm_campaign=nwwp_mktg_internal_061626_yournextdollarepisode] NerdWallet Wealth Partners LLC (NWWP) is a SEC registered investment adviser. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by any securities regulator. The content presented by NWWP on its Your Next Dollar podcast is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies, examples, and figures discussed are intended to be general in nature, subject to change at any time based upon market or other conditions and may not be suitable for every individual. Any hypothetical illustrations used are for educational purposes only and do not represent a guarantee or prediction of future results. All investments carry risk, including the potential loss of principal, and past performance is not a guarantee of future results. NWWP's investment advisory services are only offered where NWWP and its representatives are registered. Before making any financial decision, seek advice from a qualified investment, tax, or legal professional.

16 jun 2026 - 29 min
aflevering Spending $10,000 Dollars On Vacation Without Feeling Guilty artwork

Spending $10,000 Dollars On Vacation Without Feeling Guilty

Learn how high earners can budget for vacations, spend on what they love, and prioritize experiences while they still can. Host Andrew Giancola and NerdWallet Wealth Partners CEO Ryan Sterling explore how high earners can approach vacation spending with intention. They cover how to set a vacation budget using a percentage of your income, the financial boxes worth checking before you book, and how to balance a generous travel budget with goals like early retirement. Then, Andrew and Ryan tier-rank a list of vacation upgrades — from business class and TSA PreCheck to skip-the-line passes and ocean view rooms — based on which are worth paying for. Reaction video about Christmas gifts from @kaitlinsmmith.trav https://www.tiktok.com/@kaitlinsmith.trav/video/7573138517170212151 [https://www.tiktok.com/@kaitlinsmith.trav/video/7573138517170212151]  Interested in working with a financial advisor? Visit nerdwalletwealthpartners.com [https://nerdwalletwealthpartners.com?utm_medium=podcast&utm_source=nerdwallet&utm_campaign=nwwp_mktg_internal_060926_yournextdollarepisode] NerdWallet Wealth Partners LLC (NWWP) is a SEC registered investment adviser. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by any securities regulator. The content presented by NWWP on its Your Next Dollar podcast is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies, examples, and figures discussed are intended to be general in nature, subject to change at any time based upon market or other conditions and may not be suitable for every individual. Any hypothetical illustrations used are for educational purposes only and do not represent a guarantee or prediction of future results. All investments carry risk, including the potential loss of principal, and past performance is not a guarantee of future results. NWWP's investment advisory services are only offered where NWWP and its representatives are registered. Before making any financial decision, seek advice from a qualified investment, tax, or legal professional.

9 jun 2026 - 29 min
aflevering Should Couples Combine Finances? artwork

Should Couples Combine Finances?

Learn whether combining, separating, or splitting finances with your partner is the right move for building wealth together. Host Andrew Giancola breaks down the practical and psychological case for combining finances, keeping them separate, or taking a hybrid approach. Then, he plays Red Flag, Green Flag: Relationship Edition with the team, reacting to real-life financial behaviors in couples. Interested in working with a financial advisor? Visit nerdwalletwealthpartners.com [https://nerdwalletwealthpartners.com?utm_medium=podcast&utm_source=nerdwallet&utm_campaign=nwwp_mktg_internal_060226_yournextdollarepisode] NerdWallet Wealth Partners LLC (NWWP) is a SEC registered investment adviser. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by any securities regulator. The content presented by NWWP on its Your Next Dollar podcast is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies, examples, and figures discussed are intended to be general in nature, subject to change at any time based upon market or other conditions and may not be suitable for every individual. Any hypothetical illustrations used are for educational purposes only and do not represent a guarantee or prediction of future results. All investments carry risk, including the potential loss of principal, and past performance is not a guarantee of future results. NWWP's investment advisory services are only offered where NWWP and its representatives are registered. Before making any financial decision, seek advice from a qualified investment, tax, or legal professional.

2 jun 2026 - 21 min
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