Podcast Episodes
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158 - Where To Invest Cash Earmarked for a Down Payment?
Scott and James discuss where to invest cash earmarked for a down payment.
Planning Points Discussed
Utilizing Time Efficiently Capital Appreciation…3 years, 11 months ago
157 - How to Best Mitigate Risk in Your Investment Strategy
Scott and James discuss how to best mitigate risk in your investment strategy.
Planning Points Discussed
Utilizing Time Efficiently Capital Apprecia…3 years, 11 months ago
156 - Benefits of Health Savings Accounts and How to Maximize Their Impact
Scott and James discuss the benefits of Health Savings Accounts and how to maximize their impact.
Planning Points Discussed
Utilizing Time Efficient…3 years, 11 months ago
155 - Should I Use an Adjustable Rate Mortgage (ARM)
Scott and James discuss if you should use an adjustable rate mortgage (ARM)?
Planning Points Discussed
Utilizing Time Efficiently Capital Appreciati…4 years ago
154 - How Can I Reduce Taxes on Side Hustle Income?
Scott and James discuss how you can reduce taxes on side hustle income.
Planning Points Discussed
Utilizing Time Efficiently Capital Appreciation Pu…4 years ago
153 - What Planning Points Should You Consider During a Recession?
Scott and James discuss what planning points to consider during a recession.
Planning Points Discussed
Utilizing Time Efficiently Capital Appreciati…4 years ago
152 - How to Invest In Down Markets
Scott and James discuss how to invest in down markets. Listener Question
With the markets increased volatiltiy in the past few weeks, we wanted…
4 years ago
151 - How to Account For Matching Contributions in Retirement Saving Rates
Scott and James discuss how to account for matching contributions in retirement savings rates.
Listener Question
Wanted to find what both of yours op…
4 years, 1 month ago
150 - How to Give More Effectively Using Donor Advised Funds
Scott and James discuss how to give more effectively using Donor-Advised Funds.
Listener Question
Hello! I love the show. I think I’ve had a chance l…
4 years, 1 month ago
149 - How to Find a Financial Professional That's Right For You
Scott and James discuss how to find a financial professional that's right for you.
Listener Question
My husband and I are both high earners. He owns …
4 years, 1 month ago