Money Lab with Bill Harris

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Претензия

What if you could test every money decision before you made it?
Bill Harris Presents Money Lab is the personal finance podcast that turns real-life financial questions into experiments and puts them to the test.
A lot of financial advice is built once and shipped to everyone. The same generic rules, the same one-size-fits-all answers, the same guesswork dressed up as guidance.
Money Lab works differently. Every episode uses Evergreen.ai, an AI-driven financial planning app that builds a tailored financial model, and runs the numbers against realistic scenarios.
When we tackle a question about Roth conversions, we're not offering a rule of thumb. We're showing how the answer changes depending on real data, like state tax exposure, equity vesting schedules and retirement timing, all modelled together, in one picture. When we look at whether refinancing makes sense, we're working from a comprehensive financial profile spanning past, present, and future. Each episode makes the invisible visible... turning complex choices into clear, comparable pictures.
Whether the question involves navigating stock options and RSUs, a family stress-testing their retirement timeline, or an executive weighing the real cost of a major financial decision, Money Lab shows what's possible when guesswork is taken out of the equation. And because every financial life is different, no two episodes look the same.
Sound financial decisions don't come from having all the answers. They come from asking better questions. Money Lab shows you how.
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About our host:
Bill Harris has spent his career reshaping how people manage money, from leading PayPal and Intuit to building Personal Capital into a multibillion‑dollar wealth platform, a wealth management platform which was later acquired by Empower for approximately $1 billion.
Today he’s the founder of Evergreen.ai, where he’s pushing the next evolution of financial advice through technology that holds your financial life in one place, income, investments, taxes, retirement, and beyond and uses it to answer the questions that shape your future. It's the next chapter in a career defined by changing what's possible in personal finance.
About Evergreen:
Evergreen.ai is built for a new era of financial guidance, one where sophisticated, personalized advice is no longer the preserve of the few.
It's an AI-driven financial planning app that builds a model of your financial life, running from the past, through the present, and decades into the future. Rather than a collection of disconnected calculators or generic recommendations, it holds each dimension of that picture in one place, using it to generate answers that are specific to your situation, your goals, and your timeline.
The result is a platform that turns sophisticated financial decision-making into something intuitive and empowering, delivering the kind of personalized guidance that was once only available to those who could afford it.
This podcast is meant to help you learn about the topics we cover. Evergreen.ai provides general education and calculators and may provide personalized advice when you share sufficient information about your finances. This is not legal, tax, insurance or estate planning counsel and is not a recommendation to buy or sell a security. Evergreen.ai is a service of Evergreen Wealth Advisors Corporation, a registered investment adviser. Registration does not imply a certain level of skill or training.