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Your Money in 20

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Episodes of Your Money in 20

In this episode, Alex and Vic talk about college planning, and some specific items to keep in mind when it's time to start paying tuition bills. They cover everything from scholarships to tax credits, and give you a high level overview of the b
In this episode, Alex and Vic talk about college savings. They discuss three of the most popular and utilized strategies we recommend for our clients when they're thinking about the daunting task of saving for this often-substantial expense.  T
In this episode, Victor and Joe talk about inflation: a timely topic given recent news coverage over increases in prices for consumers and businesses. They define inflation, discuss some historical context around the measure, and leave you with
In this episode, Victor and Ben talk about diversification in the context of the recent high profile swings in some stocks such as GameStop and AMC. They talk about some of the research behind diversification, and how they think about the happe
In this episode, Victor and Ben talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read thes
In this episode, Austin and Megan talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read th
In this episode, Roni and Joe talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read these
In this episode, Ben and Victor answer five of the most frequent questions we've received in 2020, ranging from mortgage refinancing to charitable giving to the impact of the upcoming election on investment portfolios. Chances are, at least one
In this episode, Ben and Victor discuss the pros and cons of two key approaches to the process of investing a sum of money in the markets: dollar-cost averaging vs. lump-sum investing. If you have suggestions for episode topics or would like to
In this episode, Ben and Victor discuss what estate planning is really meant to accomplish and explain 4 critically important documents for most estate plans. If you have suggestions for episode topics or would like to give us feedback, we woul
In this episode, Ben and Victor give some useful tips to help you avoid being on the wrong end of the many identity theft and financial fraud schemes out there, especially in times of crisis such as the last few months. If you have suggestions
In this episode, Ben and Victor explain how we use tax returns to help our clients plan for the future, and some helpful tricks that might help you do the same. If you have suggestions for episode topics or would like to give us feedback, we wo
This is the fourth and final episode in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Jim and Victor talk about the aspects of a "Big Picture" financial plan that it might make s
This is the third of four episodes in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Ben and Victor talk about the way that ROTH Conversions work, and why market corrections might
This is the second of four episodes in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Ben and Victor talk about the way that tax-loss harvesting works, how it might benefit your t
In this episode, Ben and Victor kick off a mini-series of 4 shorter episodes discussing what we do, and you may want to consider doing, when markets go down. In this first discussion of the series, they talk about rebalancing and 3 reasons why
In this episode, Ben and Victor try to simplify and explain the most relevant parts of the very long and comprehensive Coronavirus Aid, Relief, and Economic Security Act (CARES Act for short) for our listeners. Resources referenced in the episo
This episode describes the who, what, where, when and why of our new podcast. We're glad you could join us!If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to
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