Capital Gains Tax Solutions Podcast The No-BS Guide to Insurance with Wallis Tsai
12 snips
Dec 25, 2025 
In this chat with Wallis Tsai, a former Goldman Sachs investment banker and co-founder of Above Board, they dive deep into insurance basics and wealth planning strategies. Wallis shares insights from her impressive background, emphasizing a no-nonsense approach to insurance. She discusses the importance of regular reviews, disaster mitigation, and tax-efficient wealth accumulation. Wallis also explains how to utilize trusts for asset appreciation and clarifies the differences between whole life and variable insurance products. Her focus on understanding client goals is both refreshing and practical.
AI Snips
Chapters
Books
Transcript
Episode notes
From Goldman To Above Board
- Wallis left finance to fix poor personal financial advice she observed among friends.
- She co-founded Above Board to apply tech and rigorous analysis to insurance planning.
Own The Policy Details
- Insurance decisions require owning the details, not trusting sales talk.
- Above Board reads policies closely and models scenarios before recommending products.
Review Coverage After Big Financial Changes
- Review your insurance whenever your financial situation materially changes.
- Update coverage after exits, big vesting events, or major net worth shifts.
