Podcast Episodes
Back to Search314: The RMD Trap (Why Big IRAs Create Big Taxes)
Episode 314
A large IRA can feel like proof that you did everything right.
You saved, invested, deferred taxes, and built wealth over time. But once required mini…
8 hours ago
313: Retirement Planning in Your 40s: Have You Saved Enough?
Episode 313
One of the most common questions people ask in their 40s is: Have I saved enough for retirement?
And often, that question is not coming from someone w…
1 week ago
312: Why Paying More in Taxes Can Make You Wealthier
Episode 312
You could pay more in taxes and still end up with more money.
That sounds wrong at first, because most people assume the goal is always to pay as litt…
2 weeks ago
311: The Hidden Tax Cost That Shrinks Your Wealth (What High Earners Miss)
Episode 311
If you’re a high-income earner — especially in tech leadership or business ownership — there’s something quietly shaping your financial future:
Taxes.…
3 weeks ago
310: 7 Financial Mistakes to Avoid in Divorce (And How to Protect Your Wealth)
Episode 310
Divorce is one of the most financially complex transitions many people will ever navigate.
And the decisions you make during this process can affect y…
4 weeks ago
309: Women in Tech: A Once-in-a-Decade Wealth Moment
Episode 309
If you’re a woman working in tech, your compensation may be changing faster than you expected.
Equity grants are larger.
RSUs are vesting.
Stock options…
1 month ago
308: Am I Financially Stable? Signs You’re Doing Ok (Even If It Doesn’t Feel Like It)
Episode 308
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 t…
1 month, 1 week ago
307: How to Reduce Taxes on Company Stock (For Women in Tech)
Episode 307
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:…
1 month, 2 weeks ago
306: Should You Pay Off Your Mortgage Early — Or Invest Instead?
Episode 306
Many homeowners locked in historically low mortgage rates over the last several years — often well below long-term expected market returns.
So a commo…
1 month, 3 weeks ago
305: How to Reduce Taxes on IPO Wealth (Before It’s Too Late)
Episode 305
If you’re holding startup equity and expecting a liquidity event, here’s what most people don’t realize:
The biggest tax decisions are made before you…
2 months ago