Nov 14, 2023
In this solo episode Matt covers one of his favorite tax savings vehicles, the Donor Advised Fund or DAF for short. No amount is too small! Learn more in this episode today.
Nov 7, 2023
In this episode Eric covers the Top 5 Tax questions he gets as a CFP and Matt answers. Learn more now!
Oct 31, 2023
Sometimes life throws you curveballs! In this episode Eric and Matt discuss the importance of the "Curveball" account.
Oct 24, 2023
In this episode Eric and Matt discuss the various phases of the startup life cycle, the common types of equity compensation at each stage, and ways to manage liquidity events.
Oct 19, 2023
In this episode Eric and Matt discuss the abundance of scams, fraud and ID theft and ways you can combat and help mitigate risk on these types of incidents!