A version of this article was originally written for and published on Kiplinger. Equity compensation can be an extremely useful tool when it comes to building wealth. And just like…
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Beyond Finances Podcast #40: Understanding Insurance — What You Need, and What You Don’t
In the wake of the pandemic, many people have scrambled to take out insurance policies. But before you buy, make sure you understand the real purpose of a policy so…
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5 Stock Market Basics You Ought to Know Before You Invest
The number-one thing to know about the stock market? It’s unpredictable. Think of it like a wild bull — and I don’t mean “wildly successful bull market” where everyone is…
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Beyond Finances Podcast #39: We Bought a House (in a Pandemic). AMA.
Buying a house is an intensive (and stressful) process in the best of times. Throw in a crashing economy and global pandemic — and the fact we don’t do anything…
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Disability Insurance: Use This Process to Help Determine What You Need (and What You Don’t)
No one likes to think about what would happen in the event of an emergency, disaster, or loss — but the reality is that things don’t always go according to…
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Beyond Finances Podcast #38: 3 Unexpected Money Lessons… from Robert Frost?
It might sound crazy — but we can actually take a few financial lessons from one of the most famous pieces of American poetry. You’ve likely at least heard of…
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The Truth About Financial Advice Most Experts Won’t Tell You
If you go and seek out financial advice, you will find a lot of people ready to give you their opinion on the best thing to do with your money….
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Beyond Finances Podcast #37: 5 Ways to Elevate and Optimize Your Finances
Let’s go beyond the basics to look at how you can optimize your savings, get strategic with debt, and level up how you invest to grow wealth. There’s no shortage…
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Does Your Financial Plan Lack This Critical Piece?
It’s pretty easy to give basic financial advice or to create your financial plan outline from broad rules of thumb and generic suggestions that you can find online. Things get…
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