Max Finance

We discuss employee stock purchase plans (ESPP), how they work and how to optimize your participation in one.

We discuss how to best prepare for a recession and navigate through it.

We discuss how to select investments and important considerations for maximizing the benefit of this tax advantaged account.

We discuss the basics of buying a house including saving for a down payment, setting a budget and understanding the true costs.

We discuss college planning and what items you should consider when saving specifically for this goal.

We discuss what you should think about financially when preparing to have a child.

We discuss how to get started in crypto and how much you should invest in it.

We explain what rebalancing and tax loss harvesting is and how to do it to maximize your investment returns.

Hear how we’ve made past decisions to buy or rent our homes.

We discuss the pros and cons of buying vs renting and why it’s not always the best idea to assume you should buy a home.