Your Money in 20

In this episode, Jim and Vic talk about all-time highs and what they might mean for you. They do it by answering three common questions that we hear related to this topic: (1) Given recent all-time highs, is now the right time to enter the market? (2) This can't last, can it? What goes up must come down? and (3) If I'm too nervous to enter the market all at once, what can I do?  If you h...

In this episode, Alex and Vic talk about college planning, and some specific items to keep in mind when it's time to start paying tuition bills. They cover everything from scholarships to tax credits, and give you a high level overview of the best ways to pay for this substantial expense.  This is the second podcast of a 2-part series. Part 1 covered best practices for saving for college in t...

In this episode, Alex and Vic talk about college savings. They discuss three of the most popular and utilized strategies we recommend for our clients when they're thinking about the daunting task of saving for this often-substantial expense.  This is the first podcast of a 2-part series. Part 2 will cover important planning considerations when college has arrived, and the tuition bills are co...

In this episode, Victor and Joe talk about inflation: a timely topic given recent news coverage over increases in prices for consumers and businesses. They define inflation, discuss some historical context around the measure, and leave you with some tools to help you determine whether or not you might be prepared for the possibility of future inflation.  If you have suggestions for episode topics...

In this episode, Victor and Ben talk about diversification in the context of the recent high profile swings in some stocks such as GameStop and AMC. They talk about some of the research behind diversification, and how they think about the happenings of the recent weeks might fit into a well-diversified and reliable investment strategy.  If you have suggestions for episode topics or would like to g...

In this episode, Victor and Ben talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read these books for yourselves.  If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at po...

In this episode, Austin and Megan talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read these books for yourselves.  If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at...

In this episode, Roni and Joe talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read these books for yourselves.  If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podc...

In this episode, Ben and Victor answer five of the most frequent questions we've received in 2020, ranging from mortgage refinancing to charitable giving to the impact of the upcoming election on investment portfolios. Chances are, at least one of these topics have crossed your mind, if not more.   If you have suggestions for episode topics or would like to give us feedback, we would love to...

In this episode, Ben and Victor discuss the pros and cons of two key approaches to the process of investing a sum of money in the markets: dollar-cost averaging vs. lump-sum investing.  If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.

In this episode, Ben and Victor discuss what estate planning is really meant to accomplish and explain 4 critically important documents for most estate plans. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.

In this episode, Ben and Victor give some useful tips to help you avoid being on the wrong end of the many identity theft and financial fraud schemes out there, especially in times of crisis such as the last few months. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast...

In this episode, Ben and Victor explain how we use tax returns to help our clients plan for the future, and some helpful tricks that might help you do the same. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message. 

This is the fourth and final episode in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Jim and Victor talk about the aspects of a "Big Picture" financial plan that it might make sense to re-assess when markets go down. We hope you enjoy it! Bonus: We finally have a name! Jim and Victor talk about our new name, and the reaso...

This is the third of four episodes in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Ben and Victor talk about the way that ROTH Conversions work, and why market corrections might be an especially beneficial time to convert from traditional tax-deferred retirement accounts to ROTH retirement accounts. We hope you enjoy it! If you hav...

This is the second of four episodes in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Ben and Victor talk about the way that tax-loss harvesting works, how it might benefit your tax and investment situation, and some reasons why it might not be for you. We hope you enjoy it! If you have suggestions for episode topics or would like to...

In this episode, Ben and Victor kick off a mini-series of 4 shorter episodes discussing what we do, and you may want to consider doing, when markets go down. In this first discussion of the series, they talk about rebalancing and 3 reasons why it might make sense for you in a down market period.  The next three episodes in the mini-series will cover: Tax-loss harvesting  ROTH conversions  Re-evalu...

In this episode, Ben and Victor try to simplify and explain the most relevant parts of the very long and comprehensive Coronavirus Aid, Relief, and Economic Security Act (CARES Act for short) for our listeners.  Resources referenced in the episode:  https://home.treasury.gov/policy-issues/cares https://studentaid.gov/announcements-events/coronavirus https://www.irs.gov/coronavirus-tax-relief-and-e...

This episode describes the who, what, where, when and why of our new podcast. We're glad you could join us! If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.