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Fifteen Minute Financial Advisor

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...


Dec 4, 2018

It was an honor to spend some time chatting with Pete Matthew. Pete is the host of the Meaningful Money podcast, video series, and a new book called the Meaningful Money Handbook. His show was the inspiration for mine, and in our conversation, we talk about tax advantaged savings vehicles in the UK and the US, and...