Equity Compensation for the Closely Held Business

Episode 20 - Beyond creating financial incentives for employees, equity compensation plans can have a significant impact on attracting and retaining talent. In a Schwab survey, nearly 40 percent of respondents—including 60 percent of millennials—cited equity compensation as either the main reason or one of the main reasons they took their jobs.  For a closely held business there is a way to provide equity without diluting ownership.

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Social Security Releases Its Annual Report

Episode 19 - The Social Security Trust Fund released its annual report in late April with much less fanfare than last year. And that’s good news.

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More Essential Documents

Episode 18 - Certain documents, like a will, are important.  But there are other documents that are just as important if you have adult children or are caring for older adults.  Learn just how critical these documents can be in our latest podcast.

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The 4 Percent Rule

Episode 17 - Are you familiar with the “4 Percent Rule”? It’s an interesting and simple way to gauge whether you can afford to retire. But does it really work?

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Essential Documents

Episode 16 - No matter who you are, no matter how much money you have, there are certain essential documents we all need.  Learn more in this podcast.

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Bridges and Whole Life Insurance

Episode 15 - A bridge and life insurance have much in common: long lasting, stable, and when built correctly, made to last a lifetime. And life insurance is a critical “bridge” for your surviving family members.

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An Important Lesson From George Mallory

Episode 14 - George Mallory may—or may not—have been the first man to summit Mount Everest. But he never gets credit for it. He apparently died on his way back down the mountain. Learn how this may have parallels to your financial life in our latest podcast.

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The Advantage of Starting Early

Episode 13 - Saving money may seem like a low priority. But the results of not saving early or not saving enough can't be reversed later on. More than anyone, millennials need to understand this simple lesson. Learn more in our latest podcast.

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Estate Tax Planning vs. Planning an Estate

Episode 12 - OK, so maybe you don’t have $11 million. And maybe you’ll never have to worry about paying an estate tax. But everyone needs an estate plan. Listen to this podcast and learn five good reasons why.

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