Mental Dividends

On this episode of Sports & Money, Scott and Joshua discuss estate planning and how the average person can avoid the epic dispute the Denver Broncos are currently dealing with.

Since taking office in January 2021, the possibility of new tax code legislation has been an ever present theme of the Biden administration. The nature of tax legislation is that it's almost entirely speculation until it's signed into law, but speculation is fun! On this episode of Mental Dividends, Scott highlights some of the more talked about points of the Biden Tax Plan, what their status is, and the likelihood of them actually being signed into law.

Arguably one of the more popular retirement plans available in the workplace, 401(k)'s have skyrocketed in popularity over the last 30 years, putting workers in charge of their own retirement planning. On this episode of Mental Dividends, Scott dives into what 401(k) plans are, and some ways to maximize the benefits available.

Cybersecurity isn’t a topic that comes to mind when thinking about planning for the future, but in an increasingly digital world, it’s something worth considering. On this episode of Mental Dividends, Scott explores some ways to protect yourself and your information online.

In this week's episode of Mental Dividends, Scott provides a Pt. II edition of education savings by exploring alternatives to 529s.

Back to school savings usually consist of new shoes, laptops, backpacks, pencils and pens. In this week's episode of Mental Dividends, Scott discusses education savings through 529s instead of box box stores.

This week's episode of Mental Dividends with Scott is all about the impact and decisions that employees need to weigh when the company they have equity in goes public. Ultimately, the decisions one makes as to what you do after your company goes public will be very unique to their situation, but the overall thought process will have some important central themes that are important for you to consider.

With interest rates at near or record lows, the idea of refinancing the mortgage on your home is probably something worth considering. On this week's episode of Mental Dividends, Scott talks about mortgage refinancing.

In this week's episode of Mental Dividends, Scott discusses the investment style ESG (Environmental, Social and Governance) in which these three criteria are prioritized for the selection of investments.

Retirement is a difficult decision to make regardless of circumstance, but adding to that a desire to move to a new state or place in retirement can have major implications that many near-retirees may not have yet considered.