506: How to Use Your Money "Archetype" to Address Your Biggest Financial Burdens

506: How to Use Your Money "Archetype" to Add...

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What to Do When Most of Your Wealth Is in Company Stock

If you work at a startup or public tech company and have RSUs, stock options, founder shares, or a potential IPO on the horizon, this episode could save you thousands—or even millions—in taxes. Equity compensation can be one of the fastest paths to building wealth, but it can als ...  Afficher plus

Reach Financial Independence Faster: Backdoor & Mega Backdoor Roth Explained

Want to build tax-free wealth even if your income is too high for a Roth IRA? In this episode, Mindy Jensen and Scott Trench are joined by CPA’s Amanda Han and Matt MacFarland. They break down the Backdoor Roth IRA and Mega Backdoor Roth strategies step-by-step. You'll learn how ...  Afficher plus

Épisodes Recommandés

588 - Behavioral Finance: Tips for Success With Money, Work, and Life
Money Girl

We all have emotions and biases that strongly influence how we handle our finances. Money Girl interviews Sheri Fitts, an author with expertise in financial services, marketing, and psychology. Find out the driving forces behind behaviors that are critical for building wealth and ...  Afficher plus

3. Overcome Your Psychological Bullsh*t Around Money
Financial Feminist

In this week’s episode of Money Monday, I’m guiding you through a powerful money journaling prompt to help you discover where your money story began and how to shift your mindset and build new narratives. We want to hear your first money memory! Screenshot this episode, share you ...  Afficher plus

Take Control Of Your Finances: Ask These Money Questions to Save Money and Make More with Matt Schulz
Everyone's Talkin' Money

Welcome to another episode of Everyone's Talkin' Money, where we dive deep into the world of personal finance and untangle the often sticky emotions that come with it. Whether you're a financial novice or a seasoned pro, today's episode is one you won't want to miss. Join us as w ...  Afficher plus

The Dos and Don'ts of Managing Money as a Couple
Everyone's Talkin' Money

In this episode of "Everyone's Talkin' Money," we dive into all things finances and marriage so you can learn how to successfully manage money as a couple. We tackle the question of who is responsible for the debt in a marriage based on whether you're in a community property stat ...  Afficher plus