The Long Game

How to Withdraw from Your Portfolio in Retirement (+ Common Misconceptions)

Biggest Financial Regrets of the Wealthy (w/ Ben Lake)

How to Manage Salary & Distributions in Your S Corp

Planning for an IPO: 8 Things to Think About

What It’s Actually Like Working with a Financial Advisor (Step-by-Step)

The Value of Hiring Coaches (with Dave McGhee)

Does More Money Make You Happier?

Short Term Rentals: Tax Benefits & How To Find Good Investments (with Arda Bircan)

Short-term rentals offer high-income professionals a powerful tax-saving mechanism by allowing paper losses from depreciation to offset active income, including W-2 wages and RSU proceeds. By ensuring average guest stays are seven days or less, investors can treat these properties as active businesses rather than passi...

How to Review Your Tax Return (with Ryan Dolan)

How to Plan for Safe Harbor if Your Tax Return is on Extension

You Set Up a Trust… Now What? (with Blake McKibbin, JD, ChFC®, CLU®)

Signs You're Living a Financially Healthy Life

How to Do Your Annual Financial Review (Step-by-Step)

Managing a Concentrated Position: 351 Exchanges & Other Tools (w/ Brent Sullivan

Understanding Irrevocable Life Insurance Trusts (ILITS)

Buying vs. Building a Business (with David Barnett)

Private Investments (When & Where They Fit in a Portfolio) with Ben Lake, CFA®, CFP®

Ins & Outs of Long Short Direct Indexing

6 Ways to Get Liquidity in Your Financial Life (with Ben Lake, CFA®, CFP®)

Unexpected financial needs often require immediate liquidity, necessitating a strategic approach to balance short-term cash flow with long-term portfolio health. Rather than relying on simple asset liquidation, which can trigger significant tax liabilities, individuals should evaluate a hierarchy of options starting wi...

How To Prepare To Get Your Taxes Done Smoothly and Efficiently (with Ryan Dolan, EA)