Thimbleberry Financial
ThimbleberryU
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Thimbleberry Financial
ThimbleberryUEpisodes
Thimbleberry Financial
ThimbleberryU
Good podcast? Give it some love!
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Episodes of ThimbleberryU
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In the 4th of our 6-part series for tech professionals,we dive into the world of Incentive Stock Options (ISOs), focusing on how tech professionals can leverage them. Amy Walls from Thimbleberry Financial breaks down ISOs as a form of equity co
Today, we dive into the complexities of choosing funds in employer-sponsored retirement plans like 401(k)s and 403(b)s. Amy Walls from Thimbleberry Financial breaks down common misconceptions and essential strategies for fund selection. She cla
We dive into the world of Restricted Stock Units (RSUs) in this episode, focusing on their role in equity compensation for tech professionals. RSUs are a form of stock option that grants ownership in a company's stock once vested, according to
In our latest Thimbleberry U episode, we dive into inheriting investments.. Amy starts by differentiating between account types and actual investments. She focuses on the importance of the holdings in an account.Amy explains tax implications of
In our latest episode of ThimbleberryU, Jag and I continue our six-part series focused on the tech sector. We delve into Employee Stock Purchase Plans (ESPPs), a topic particularly relevant to our tech professional listeners. An ESPP is a progr
In this episode of Thimbleberry U, Jag and Amy Walls from Thimbleberry Financial delve into the intricacies of Roth accounts for high-income earners. Amy begins by explaining the basics of Roth IRAs and their appeal to high-income individuals,
In this episode of Thimbleberry U, Jag and Amy Walls from Thimbleberry Financial discuss the unique financial challenges faced by tech professionals, particularly focusing on equity compensation. The episode is the first in a six-part series de
Jag and Amy discuss the importance of celebrating financial milestones and the psychological benefits of doing so. Amy emphasizes that acknowledging financial achievements, such as reaching a significant net worth, completing estate planning, p
In this final episode of ThimbleberryU's six-part series, Jag and Amy delve into the critical topic of legacy and estate planning for healthcare professionals. Amy points out the potential disputes and uncertainties that can arise without prop
Welcome to episode 100 of ThimbleberryU, where we're diving into the integration of financial planning and wealth management at Thimbleberry Financial. Amy and Jag are also reflecting on the journey of the podcast over the past four years.Amy e
Today, we're delving into a crucial topic as part five of our series on healthcare professionals – protecting your assets and your family.Amy explains that protection isn't just about insurance, although that's a significant part of it. It enco
For many of Thimbleberry Financial's clients in the startup and tech communities, Incentive Stock Options, or ISO's, are a hot topic. Today, Amy Walls and Jag break them down.Simply put, an ISO is a type of employee stock option that comes wi
In the fourth of our six-part series specifically for Healthcare Professionals, Amy Walls of Thimbleberry Financial gets into the tax complexities facing those in this field. These factors can include higher income, sometimes from multiple sou
In this episode of ThimbleberryU, Amy Walls and Jag delve into the intricacies of preparing for a six-month break between jobs. Amy's insights shed light on assessing financial situations, emphasizing the importance of building a solid foundati
In part 3 of our 6-part series for Healthcare workers, Amy Walls emphasizes the importance of diversification and asset allocation in building a well-rounded portfolio. This is especially true for those in the medical profession who may have hi
Creating a budget can seem like an insurmountable task, but today Amy Walls of Thimbleberry Financial introduces us to a basic concept that can get you started: The 50-30-20 rule. 50% of your budget goes to necessities, 30% goes to wants, an
In this episode, Amy Walls discusses retirement planning for healthcare professionals, specifically physicians. She highlights the need for smart money management skills, as many physicians are not saving enough for retirement. Amy explains the
More and more often, we are hearing about data breaches and hacks in the news. Often times, your personal identifying information, or PII, may be compromised or leaked through no fault of your own. And while this can be a serious matter, Amy W
Jag is back and joins Amy Walls of Thimbleberry Financial for the first of a 6 part series on finances for healthcare professionals.Today they focus on three key areas: cash reserves, debt management, and cash flow. Healthcare workers often fin
This might be one of the most important episodes of ThimbleberryU. Amy Walls with her vast experience will discuss how to conduct a beneficiary review focusing on the importance of designating beneficiaries for your accounts to ensure the smoo
In this episode Amy Walls talks about the S&P 500, the stock market index that measures the performance of 500 large companies listed on the US stock exchanges. She’ll break down how diversification reduces investment risks and increases retur
This time Amy helps us understand Roth IRAs and executing a backdoor Roth. She explains how they work, who the strategy is for, and the steps needed to properly execute a backdoor Roth IRA. More importantly she discusses the need for Form 8606
We are diving into the mail bag for this episode. Email and letters from those who need answers involving navigating personal finances as a Tech Executive. Amy will answer a variety of questions like how much should one save for retirement and
This episode is essentially about balance. The Retirement Trifecta is the internal language financial advisors’ use when explaining how a successful retirement plan needs a balance of assets, income, and expenses. Amy will discuss how advisors
In this episode, Amy Walls discusses the importance of understanding fiduciary standards in financial services and how to choose a financial advisor who is legally obligated to always act in the best interest of their clients. We also discuss t
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