Video Series
Sherpa or no Sherpa? Guide or no guide?
Sherpa or no Sherpa? Guide or no guide? How do you like to climb mountains? Are you a DIY climber or do you choose to hire an experienced guide? Go alone, or hire a guide? Which option is better, to go it alone, or to hire a guide? Your answer to this question will help…
Read More
Did you know there’s a 0% tax bracket?
Did you know there’s a 0% tax bracket? You can pay 0% tax rate below certain income thresholds on your long-term capital gains. And you can take advantage of this 0% tax bracket by carefully reviewing your tax planning each year! But these would be gains taken in a brokerage account, NOT a retirement account.…
Read More
Teaching Children Money Habits
Teaching Children Money Habits: An Interview with Sam Renick, creator of Sammy Rabbit. Enjoy this interview with Sam X Renick, the creator of Sammy Rabbit! Teaching Children Money Habits Have you struggled with teaching your children positive money habits? Are you looking for resources to teach your children or grandchildren about how to think about…
Read More
How is RSU compensation taxed?
Do you work at a publicly traded company? Is your company about to go IPO? Are you curious about how to think of your RSU compensation and how it’s taxed? Do you receive RSU compensation? Have you been curious how your RSU stock compensation gets taxed? Well, then this video is for you! Enjoy the…
Read More
Why ‘average returns’ DO NOT matter in retirement!
Do you have retirement on your mind? Have you already retired in the last year or two? Average return is misleading As you think about your retirement and investment portfolio, it’s common to focus on achieving an “average return” and think that’s your ticket to not outliving your retirement savings. But do you understand that…
Read More
What’s On My Mind – Episode 155 – “Colorado Homeowner’s Tax Exemption!”
Do you know about the Colorado homeowner’s tax exemption and other tax benefits to retirees? You may qualify for a property tax reduction if you own your home and you are retired in Colorado! Learn more about the Colorado homeowner’s tax exemption for retirees by watching below or click here to watch on YouTube. Also,…
Read More
What’s On My Mind – Episode 146 – “Financial Planning and Avalanche Warnings”
What do financial planning and avalanche warnings have in common? How is financial planning similar to mountain climbing? Have you wondered why you need a trail guide during the sunny, clear days? If you are halfway up the mountain and an avalanche warning goes off, suddenly having a trail guide makes a lot of sense.
Read More
What’s On My Mind – Episode 145 – “The real reason you don’t sell”
Why don’t you want to sell your investments when they are going down? What’s the real reason you don’t sell during a decline? Are there any tangible, non-cliche, reasons to not sell?
Read More
What’s On My Mind – Episode 144 – “Design a life you don’t need to retire from!”
Have you ever thought about designing a life that you don’t have to retire from? Have you always thought that the magical realm of “retirement” will allow you to make your dreams and passions and pursuits come alive? Don’t wait for a far out date of retirement. Design your life for greatness today!
Read More
What’s On My Mind – Episode 143 – “The affect of children on your COVID-19 stimulus check”
Do you have children under age 17 at home? Did you think you won’t receive a stimulus check because you make “too much money”? Your income phaseout range is actually HIGHER than what you are reading in the news if you have children under age 17 at home.
Read More