The Long Game

Asset location is something that is really important for investors to know about. Asset location is all about putting the right assets in the right accounts for tax purposes. We dive more into asset location, what assets make sense in which accounts, and much more!

Most consumers invest without having an intentional asset allocation. This can lead you to a lot of risk when being over exposed. IN this episode, we break down: - what asset allocation - the importance of it - what we believe about international exposure

Most think Jacob and I are not fans of insurance. But this could not be further from the truth. We implement term and permanent insurance for our clients. We just hate how often permanent is sold to the wrong person. In this episode, we have on insurance expert, Colin Webb, to talk through all things life insurance: - what term is and how it works - what permanent is and how it works - which is a fit and when - why working with an expert is so important - insurance terms that are important for you to understand

One of the hardest things for people to figure out is "what is enough" for them. For most, they have a number, they hit it, and then the goal poasts move. What can you do to work through this? It really depends on what your motives really are.

Exploring the paradox of financial anxiety despite wealth, handling guilt around spending, managing wealth post-financial goals, seeking advice for informed choices, and transitioning from data-driven decisions to value-based choices

In this episode with Paula Pant, we talk: - Current state of the jobs markets - Current state of the stock market - Current state of interest rates - What they all mean for you - How planning changes when rates are where they are

In this episode with Abby Davisson, we talk through: - her book and what the 5 C's are when going through a big decision - a few life situations she has had and how she went through the decision - how to make sure you make decisions based on what is most important - how financial planners help do that

In this episode with Tyler Harris we talk: - What C Corps are and how they work - Why a business would and would not want to be a C Corp - What QSBS is and the tax savings it can create - How to stack QSBS - What QSBS packing is to maximize the tax free potential

In this episode, we walk through: - all the mortgage options you have and what we prefer and each did - the ongoing costs of owning a home - what to change in your financial plan after buying

In this episode we walk through the upfront costs of owning home like: - down payment - earnest money - property taxes - insurances - furniture - etc So you can best be prepared when you buy.