308: Am I Financially Stable? Signs You’re Do...

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

Many homeowners locked in historically low mortgage rates over the last several years — often well below long-term expected market returns.So a common question comes up:Should you pay off your mortgage early, or invest that money instead?Why low mortgage rates change the mathHow ...  Show more

This week, we’re sharing an episode of Brown Ambition, a podcast hosted by Mandi Woodruff (who you may remember from our episode “Negotiating Your Way to Success”) and Tiffany "The Budgetnista" Aliche. In this episode, Mandi and Tiffany answer your hard-hitting questions like how ...  Show more

Retirement investing, bad debt, backdoor Roth IRAs, bonds, and starting a business. If you’re just beginning your personal finance journey, this can all seem a bit complicated. Where do you invest first? What should you do with extra cash? And how do you know a financial fiduciar ...  Show more

IN THIS EPISODE, YOU'LL LEARN: 14:38 - How to calculate your retirement needs. 20:32 - How to determine how much cash you should reserve. 39:46 - How to think through investment account types like 401ks, IRA’s, Roths, etc. 51:17 - The ideal allocation of index funds. 1:00:34 - Wh ...  Show more

This week, Sim sits down with Lindsey, the creator of the cult-favorite Money Diaries, to uncover the fascinating truths behind how women really spend and talk about money. They explore why financial transparency is still taboo, how values shape spending, and what it takes to con ...  Show more