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Fifteen Minute Financial Advisor

Jan 16, 2019

Typically, we encourage people to get started investing as soon as possible. But it's important to cover the basic elements of financial planning. It's really simple, but not always easy. There are always exceptions, of course, but once you've met your most basic financial planning needs of spending less than you...


Jan 8, 2019

Echoing last week's encouragement to get started planning, the follow-up this week is all about having a strategy. The two go hand-in-hand. When you look at your retirement savings, are you excited? Are you stressed? When you think of all the things you'll have to pay for in the future, do you get anxiety or lose...


Dec 31, 2018

Getting started on your own financial plan is a great way to start your New Year on the right track. In the first episode of 2019, we cover 5 steps (plus a bonus) with actionable ideas so you can start your own financial plan. The steps are: Cash Flow Planning, Risk Management, Financial Independence, Tax Planning...


Dec 18, 2018

Equity compensation can be confusing, from terminology to tax-treatment, award dates and vesting schedules, it's critically important to know what you have so you can make a plan to maximize these resources. In this episode, we cover the basics including a brief overview of RSU's and Incentive Stock Options. We...


Dec 11, 2018

New York Times best-selling author Dr. Daniel Crosby and I share a conversation about investor behavior, toilets, rap music and hummus. At this point we know THAT our mind can wreak havoc on our investment strategies. Dr. Crosby, in his new book, The Behavioral Investor, gives us tactics we can USE to combat some of...