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College and Career Action Plan for High School Students (And Their Families)
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Investing
What to Do with Your Company Stock Options
Stock options are very complex. From their tax treatment to the many risks involved, it’s important that you both educate yourself and surround yourself with a professional team of advisors to avoid potentially devastating financial missteps.
What No One Tells You About Investing
In this article, I want to help you make informed decisions toward building your wealth. Decisions that are rooted in purpose and aligned with your goals. Fortunately, the best investment wisdom is often the simplest. If you follow these basic, time-tested, easy-to-apply truths to managing your money, you may be pleasantly surprised at how effective you are at growing your portfolio with a newfound sense of clarity over how you’re doing so.
Here are five simple and elegant truths that will change the way you think about investing.
Should You Pursue the FIRE Movement?
It may be what you’re ultimately striving for, it may not: here’s why. There is a lot of recent attention given to this laudable goal of reaching FIRE: Financial Independence Retire Early movement. I guess on the one hand retiring at age 35 or 45 does sound dreamy,...
Which Retirement Plans Offer Tax Benefits
Which Retirement Plans Offer Tax Benefits When it comes to saving for retirement, there are many potential options and paths to choose, as there’s no one size fits all approach. But as you lay the groundwork for financial security in your golden years, it’s important...
EP 149 | 8 Investment Mistakes That Can Derail Your Retirement
Welcome to episode 149 of Profit Boss® Radio! In this episode, I’m taking a peek behind the curtain to reveal the top eight investment mistakes that can derail your retirement. Why am I covering this topic? Well, because if you are a listener of the show, not yet a...
EP 143 | How to Plan for Retirement Together
Welcome to The Retirement Years on Profit Boss® Radio episode 143! This is a brand new season of Profit Boss® and I have made a few adjustments this season! Now titled: The Retirement Years on Profit Boss® Radio, this show is your weekly wealth building and retirement...
Should I Have a Backdoor Roth IRA?
You’ve heard about this thing called a ‘backdoor Roth IRA,’ but what is it exactly, who uses it, and when is the right time to consider it? First, a little preamble. Roth IRAs are a wonderfully tax-advantaged retirement savings account that allow you to save and grow...
EP 140 | 7 Steps to Wealth Win Stories
EP 140 | Profit Boss® Radio Welcome to episode 140 of Profit Boss® Radio! In this week’s episode, we are talking about the power of the 7 Steps to Wealth framework. We also share powerful client win stories and learn through other women's stories about how they...
EP 137 | FIRE: Financial Independence, Retire Early with Tanja Hester
EP 137 | Profit Boss® Radio Welcome to episode 137 of Profit Boss® Radio! In this episode, we are discussing the FIRE movement with Tanja Hester. The word FIRE is an acronym for Financial Independence, Retire Early. There are plenty of reasons why people want to leave...