193: End of Year Financial Routines of the E...

On paper, everything looks good.You’re earning more. You’re saving. You’re investing.So why doesn’t it feel settled?In this episode, I walk through the subtle but powerful signs that your financial life is actually on track — even if it doesn’t feel that way yet.Because at higher ...  Show more

If you’re a high-income woman in tech and your company stock has grown into a large portion of your net worth, you may be facing a difficult reality:Diversifying feels smart… but the tax bill feels overwhelming.In this episode, I walk through why this happens — and how tax-aware ...  Show more

In this episode of the Personal Finance Podcast, we are going to talk about the ultimate year end money checklist. How Andrew Can Help You: Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! For a limited time, ​Inde ...  Show more

Here's our financial checklist of the best money moves you can make by the end of the year to maximize your savings and investments while minimizing your taxes.The end of the year can be a whirlwind. But the actions you take over these final months can have large impacts on your ...  Show more

In this episode of the Personal Finance Podcast, we're going to talk about the 2024 year in money checklist. How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where ...  Show more

December is upon us, which means I basically have your attention for about two more weeks max.So while I have you, and as the year comes to an end, it's a perfect time to review some year-end financial planning tips.For such an occasion there's no better person than Michael Goodm ...  Show more