Apr 14, 2021
Cashflow is the lifeblood of your financial life. Without an understanding of where your money is going, you won't be able to fund the short-term or long-term goals that you have. In this episode, we discuss the AAA system for managing your cash flow. This system includes Awareness, Automation, and Adaptation and should...
Apr 3, 2021
Simply put, the Employee Stock Purchase Plan (ESPP) is an employer benefit that you should be taking advantage of. In this episode, we break down what an ESPP is and how you can take full advantage of it.
We also answer the following questions at the end:
- Should you sell right away or hold onto the stock after...
Mar 27, 2021
What are the benefits to a Roth retirement contribution versus a traditional? Should I be contributing to a Roth? What if my income is too high to qualify? These are the questions we address in this episode.
Roth retirement contributions are essential to saving towards retirement while maximizing tax benefits. No matter...
Mar 17, 2021
Yesterday marked the one-year anniversary to the S&P 500's second-largest single-day drop of 12%. For all the downsides that Covid-19 has brought us, there has been plenty of upsides to being a long-term investor.
In this episode, you'll hear about why it's so important to focus on your time IN the market instead of...
Mar 11, 2021
In today's episode, Paul takes the time to interview Nick
Reilly, the founder of One Day Advice and the host of this
You'll learn about his ups and downs navigating the financial services industry which ultimately led to him starting his own business. Nick also addresses his passion for technology and how...