Money Moves with Darin

New Years always feels like a natural reset. Whether you set New Years resolutions for yourself or not, January is the perfect time to review your financial plan and make sure it still supports what matters most to you, whether that’s saving for retirement or purchasing a new home. 💡Here are 5 things to review at the start of each year: 1. Take inventory 2. Revisit your goals 3. Review your savin...

This time of year is always busy for a lot of people, but don’t let the bustling season keep you from meeting your financial and tax deadlines! We’ve partnered up with Evans May Advisory to talk through important deadlines and year-end considerations to make sure you’re on track. From tax-loss harvesting to Roth conversions and new provisions from the One Big Beautiful Bill Act (OBBBA) affecting y...

If you’re a homeowner, the Fed’s decision on future rate cuts could mean big savings on your mortgage.💸 Here are two strategies to consider: Refinancing: replace your loan and potentially lock in a lower rate Recasting: keep your loan, but lower your monthly payments if you’ve paid down the principal Both are great options but come with their own benefits and drawbacks. Watch the video to learn m...

When it comes to building wealth, pickleball is my favorite kind of investment 🎾💸 It might not be your typical portfolio asset, but staying active is an investment in your health and can improve your financial life. Pickleball has been my favorite way to sharpen my skills both on the courts and in the office as a financial advisor. It can boost your heart health, sharpen your brain, and reduce s...

RMDs can quietly drain your retirement wealth if you don’t plan ahead for it 📊 Starting at age 73, the IRS requires you to withdraw required minimum distributions from your traditional retirement accounts. If you skip them, you could face a 25% penalty. And if you don’t plan properly, RMDs can: 📈 Raise your tax bracket 💵 Increase your Medicare premiums 📉 Reduce your financial legacy If you hav...

Equity compensation can be a powerful tool for building long-term wealth if you know how to use it wisely. Here are three simple moves to maximize your earnings 👇 📅 Understand your vesting schedule 💸 Plan for taxes to avoid triggering a big tax bill 📊 Diversify your investment portfolio I break these down in my latest Money Moves with Darin video. Have questions or want to talk through your ow...

Will the Fed start cutting interest rates soon? 📊 And what does this mean for your investment strategy? The Fed has held interest rates unchanged since December 2024, even as new tariff policies raised uncertainty. In today’s Money Moves with Darin, I break down: 💡Why the Fed is taking a cautious approach 💡When do we expect further rate cuts? 💡What this means for investors and borrowers Listen...

Big news! I’m kicking off a new video series called Money Moves with Darin. We’ll dive into the frameworks, strategies, and financial decision-making principles that drive long-term growth — whether you're building personal wealth or navigating today's financial landscape. In each episode, I’ll break down real-world money moves and share actionable insights to help you think smarter about...

Most investors focus on “what” to invest in. But “where” you hold those investments can be just as important, especially when it comes to building and preserving your wealth. What should you be asking yourself instead? 👇 📊Choosing what to invest in is only half the equation. It’s equally important to ask, “Where should I hold my investments to minimize my taxes and get the best after-tax return?...