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119 - What Should I Do When I Have Large Unrealized Gains in a Concentrated Stock Holding?
Scott and James discuss what you should do when you have large unrealized gains in a concentrated stock holding.
Listener Question
1. My wife and I h…
4 years, 8 months ago
118 - How to Take Advantage of Tax Loss and Tax Gain Harvesting
Scott and James discuss how you can take advantage of tax loss and tax gain harvesting.
Planning Points Discussed
Retirement Planning Utilizing Time…4 years, 8 months ago
117 - Should I Pursue a Dividend and Sector Investment Strategy?
Scott and James discuss if you should pursue a dividend and sector investment strategy.
Listener Question
1. Can we talk about dividends and dividend…
4 years, 8 months ago
116 - What Are the Key Things to Focus on When Just Getting Started?
Scott and James discuss what the key things are to focus on when you're just getting started.
Planning Points Discussed
Retirement Planning Utilizin…4 years, 9 months ago
115 - Mailbag Episode - Tracking 401k Contributions, ESPP Savings, and Investing After a Late Start
Scott and James discuss multiple listener questions regarding tracking 401k contributions, ESPP savings, and investing after getting a late start.
Pl…
4 years, 9 months ago
114 - How to Upsize Homes Before Selling Your Current Home
Scott and James discuss how to upsize homes before selling your current home.
Planning Points Discussed
Retirement Planning Utilizing Time Efficient…4 years, 9 months ago
113 - How to Balance Retirement Income and Legacy Goals
Scott and James discuss how to balance retirement income and legacy goals.
Planning Points Discussed
Retirement Planning Utilizing Time Efficiently …4 years, 9 months ago
112 - How Do I Incorporate Real Estate As Part of My Retirement Plan?
Scott and James discuss how to incorporate real estate as part of your retirement plan.
Planning Points Discussed
Retirement Planning Utilizing Time…4 years, 10 months ago
111 - What's the Best Way to Invest My Portfolio In Retirement?
Scott and James discuss the best way to invest your portfolio throughout retirement.
Planning Points Discussed
Retirement Planning Utilizing Time Ef…4 years, 10 months ago
110 - How Much Should Your Net Worth Increase Each Year?
Scott and James discuss how to view your entire financial picture and how you can align it with your financial goals.
Planning Points Discussed
Reti…4 years, 10 months ago