Latest Episodes
16
Making Sense of the Advance Child Tax Credit
Making Sense of the Advance Child Tax Credit This episode, our host Andrew Baron, CFP®, EA, is joined by Don Huff, CPA, of the...
15
Could a Backdoor Roth Strategy Benefit You?
This episode, hosted by Andrew Baron, CFP®, EA, featuring Amanda Herrick Smith, CFP® will dive into the strategy that is a backdoor Roth contribution,...
14
Creating a Savings Budget for Spenders
At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home...
13
Equity Compensation Webinar Playback
At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home...
12
The Importance of Being Coachable Webinar Playback
At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home...
11
Five C’s of Homebuying
This episode, hosted by Andrew Baron, CFP®, EA, featuring William Post, discusses the 5 C’s for a smooth mortgage buying experience. First, William gives...