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If life insurance were free, how much would you have? Probably more than the "two times your salary" most people default to at open enrollment. In today's episode, Matt shares the three biggest mistakes he sees executives make with life insurance; he walks through how to size real coverage and how …
"Let's talk after I've retired." In this episode, Matt discusses why leaving your employer, whether you're retiring, changing jobs, or going out on your own, should start 12 to 18 months ahead. He covers option exercise deadlines after you leave, why your departure date can shift a deferr…
Many companies offer mental health and coaching benefits, and many senior leaders never touch them because of time, confidentiality, or how it might look. This episode steps outside numbers to talk about why untreated stress and burnout show up later, often as costly decisions. Your mental health b…
Your stock awards and benefits aren't Monopoly money. They're real dollars...and many executives manage them one at a time instead of as a whole. In this episode, Matt walks through the six to eight dates every equity-compensated professional should have on their calendar each year. You'll hear why…
Over 70½ and giving to charity straight from your IRA? That's a smart move, but many people still end up paying tax on those dollars. A brokerage firm's 1099 often reports the full distribution as taxable, and busy CPAs don't always ask for clarification. This episode talks through how to check you…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Balanced Wealth Group است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.