The Abundance Mindset

There are a lot of powerful federal tax credits available right now for those interested in energy efficient home upgrades, electric vehicles, and clean energy. In this episode, we discuss some general education around tax credits and managing tax liability. Then we break down credits that are currently available and give some tips to help ensure they're evaluated and implemented correctly. IRS so...

The finance industry can be confusing (and frankly intimidating sometimes) when trying to determine what fees you're paying and what value you're getting in exchange for those fees. In this episode, we specifically dig into fees associated with investments and articulate the different types of value you're purchasing through these fees. We also explore the varying levels of "reasonableness" on fee...

Drake Friesen, Owner of Cinch Accounting, joins us for a deep discussion on the ways tax professionals and financial advisors can work together and enhance each others' services. This episode includes a plethora of things to look for as a professional to help determine if you're obtaining the level expertise from financial professionals that you need based on where you are in your financial life a...

We take a step away from some of the lighter topics of financial planning to share about one of the most common and dangerous risks we often see in financial plans for young professionals - under-coverage (or lack of coverage) for Long Term Disability events. We outline how Long Term Disability insurance policies work, how to evaluate what benefits you may already have through your employer, and h...

As an addition to our recent episode on 401(k)s (Episode 2), we dive deeper into a niche strategy that some employers have made available for their employees, enabling them to contribute far more than the typical 401(k) contribution limit ($23,000 in 2024). Contact: Ben@abundancewm.com Website: Abundance Wealth Management Show music: Can We Go by The Violet Nines DISCLAIMER The discussions contain...

Money held in Roth accounts can be incredibly valuable to your financial plan. There are standard limitations on contributions to Roth accounts; however, there are certain strategies that you may be able to implement that enable you to increase your Roth dollars. Specifically, we'll dig into Roth Conversions and Backdoor Roth Contributions. Contact: Ben@abundancewm.com Website: Abundance Wealth Ma...

Join us for a deep dive on Health Savings Accounts! In this episode, we unpack the various regulation around HSAs and discuss strategies for using them within your financial plan. Truemed : company focused on enabling users to leverage HSA funds for wellness purchases. Contact: Ben@abundancewm.com Website: Abundance Wealth Management Show music: Can We Go by The Violet Nines DISCLAIMER The discuss...

Everyone wants to retire (whether or not golfing is your thing). In this episode, we cover three overlooked and under-estimated concepts that can have a major positive (or negative) impact on your retirement. Relevant for all ages! Contact: Ben@abundancewm.com Website: Abundance Wealth Management Show music: Can We Go by The Violet Nines DISCLAIMER The discussions contained in and referred to in t...

In this episode, we dive into two key concepts within investing: asset allocation and asset location. We also unpack the advantages and disadvantages of several common investment vehicle types. Contact: Ben@abundancewm.com Website: Abundance Wealth Management Show music: Can We Go by The Violet Nines DISCLAIMER The discussions contained in and referred to in this podcast are provided for education...

401(k)s are one of the most well known savings and retirement vehicles, yet there are a lot of variables and nuances that go into choosing the optimal strategy for your 401(k). We'll dive into those nuances and outline the factors every professional with a 401(k) available to them should be considering as they manage their retirement accounts. Contact: Ben@abundancewm.com Website: Abundance Wealth...

We kick off our show by sharing more about who we are, how we got here, and why we're passionate about what we do at Abundance Wealth Management. Contact: Ben@abundancewm.com Website: Abundance Wealth Management Show music: Can We Go by The Violet Nines Interviewing Advisor's Guide DISCLAIMER The discussions contained in and referred to in this podcast are provided for educational, informational,...