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Deliberate Money Moves
Deliberate Money Moves episodes
- REPLAY - I Just Sold Some Stock—Now What?
You just created a pile of cash. What should you do with it?
When you face this situation – and I hope it's often – consider creating a Cash Structure that will make sure you have enough money in your savings while maximizing your investments at the same time.
Join me in this episode of Deliberate Money Moves as we explore how to create your Cash Structure and what it means to give every dollar a job!
Previously published on Oct 20, 202015 min - REPLAY - How to Manage Your RSUs
Ever wonder what the best way is to manage your RSUs? With all the tax information and stock price movements, it can be difficult to create a plan that makes sense so that these funds support your life.
Join me in this episode of Deliberate Money Moves where we explore a tax-smart way to transition your hard-earned RSU money into the rest of your Financial Life.
Previously published on Jun 22, 202011 min - REPLAY - Get Value (and Joy) Out of Your Spending by Knowing Where Your Money Goes
Do you know the price tag of your lifestyle?
Are you thinking about your spending, but not really looking at it?
Join me in this episode of Deliberate Money Moves as we explore how to get joy from your spending by making better value decisions once you know where your money goes.
Previously published on Jan 16, 2021
8 min - REPLAY - Give a Job to Every Dollar You Have
Is your money working for you? I mean ALL of your money?
Even if it just sits in savings so you don't have to worry about upcoming expenses, it's doing good work for you!
Join me in this episode of Deliberate Money Moves as we explore the importance of giving a job to every dollar you have.
Previously Published on Jan 25, 2021
8 min - REPLAY - Make Your Extra Cash Work For You
Do you have extra cash but don't know what to do with it? If so, your cash is not really working for you.
Join me in this episode of Deliberate Money Moves as we explore what's right for that cash considering your specific circumstances.
Previously Published on Feb 8, 2021
8 min - REPLAY - Successful Investing: The Value Of A 5-Year Cash Flow Plan
Successful investing begins with understand what should be invested and what should not.
Join me in this episode of Deliberate Money Moves as we explore how to build your Savings Target, allowing you to invest the rest of your funds in your Long Term Portfolio.
Previously Published on Feb 22, 2021
9 min - Strategize Your Finances: Put Your Cash Where It Counts
If you ever want to spend any time without income in your life – whether it's retirement, a sabbatical, or whatever – then you must earn more than you spend. Join me in this episode of Deliberate Money Moves where we explore cash placement, calculating your Savings Target and building wealth.
3 min - Get the Most From Your HSA
If you are in a health plan that qualifies as a cheaper plan with a high annual deductible, you can open an HSA along with it.
Join me in this episode of Deliberate Money Moves where we discuss the 5 rules to know and talk strategy.
4 min - The Limited Significance of Your Money: Exploring its True Value
There are only four things you can do with your money: pay taxes, spend it, invest it, or give it away.
Join me in this episode of Deliberate Money Moves where we explore the true value of your money.
4 min - Optimizing Your Cash: Where to Put It
I've seen many people lose money in cash investments and it always happens the same way.
Join me in this episode of Deliberate Money Moves where we explore the importance of liquidity, evaluate the risk of loss and the allure of yield.
5 min
About Deliberate Money Moves
From the publisher's feed
After 25 years in the corporate world, managing money for some of the country's largest foundations, endowments, and corporations, I was ready for a change. In my experience, family financial challenges always seemed to be an afterthought for Wall Street. I wanted to end the destructive risks taken as a result of false and misleading statements that come out of the financial world — instead offering a path for individuals and families to obtain a balance between financial aspirations, resources, and accepted risks. If done right, financial planning should help you use your resources to meet your life goals. But for your plan to support those goals, no matter what season of life you're in, you need to study the big picture.
What financial situation or environment is challenging you right now? If you don't quite have the answer or don't want to say it out loud just yet, that's okay. I do, however, urge you to start at episode one and hit play. Together we will navigate and translate your financial state so you can take purposeful action with your money based on your specific needs. We will uncover your true values and motivations to develop clear goals that will ultimately help you move forward, and guide you, eliminating any unnecessary anxiety. It's time to find a quiet spot, take a deep breath, grab a pen and a piece of paper, and join me your, thinking partner. Because together, we will point you in a direction to live your best financial life and make Deliberate Money Moves.