In this solo episode Eric discusses some of the basic framework surrounding deferred compensation and some items to consider if you are eligible for a deferred compensation plan.

In this episode Eric discusses a quick recap of the 2023 markets and how you should be thinking about positioning yourself heading into 2024.

In this epsiode Eric and Matt discuss three different cash flow management techniques that you can use to improve your budgeting and cash flow position.

In this solo epsiode Matt discusses some techniques for year end tax planning!

In this solo episode Eric discusses the top 5 questions he receives a a financial planner.

In this solo episode Matt covers one of his favorite tax savings vehicles, the Donor Advised Fund or DAF for short. No amount is too small! Learn more in this episode today.

In this episode Eric covers the Top 5 Tax questions he gets as a CFP and Matt answers. Learn more now!

Sometimes life throws you curveballs! In this episode Eric and Matt discuss the importance of the "Curveball" account.

In this episode Eric and Matt discuss the various phases of the startup life cycle, the common types of equity compensation at each stage, and ways to manage liquidity events.

In this episode Eric and Matt discuss the abundance of scams, fraud and ID theft and ways you can combat and help mitigate risk on these types of incidents!