Portfolio Management Done Right
Mar 8, 2024
Join me in this episode of Deliberate Money Moves where we discuss what it means to have a successful stock portfolio, what is required to make your portfolio excel and how to stay on track. It’s time to stop sabotaging gains and earn a positive return!

How to Save Time on Your Finances
Feb 23, 2024

How to Avoid Putting All Your Eggs in One Basket
Feb 8, 2024

Why Volatility is Good
Jan 25, 2024

Faith In The Future
Jan 11, 2024

What is Financial Planning?
Dec 28, 2023

7 Mistakes Investors Make
Dec 14, 2023

Rely on the Wisdom of the Crowd
Nov 30, 2023

Protect Your Assets by Understanding Your Exposure
Nov 16, 2023

I Just Sold Some Stock—Now What?
Nov 2, 2023

How to Manage Your RSUs
Oct 19, 2023

Get Value (and Joy) Out of Your Spending by Knowing Where Your Money Goes
Oct 5, 2023

Give a Job to Every Dollar You Have
Sep 21, 2023

Make Your Extra Cash Work For You
Sep 7, 2023

Successful Investing: The Value of a 5-Year Cash Flow Plan
Aug 24, 2023

Strategize Your Finances: Put Your Cash Where It Counts
Aug 10, 2023

Get the Most From Your HSA
Jul 27, 2023

The Limited Significance of Your Money: Exploring its True Value
Jul 13, 2023

Optimizing Your Cash: Where to Put It
Jun 29, 2023

Why You Need a Family Trust
Jun 15, 2023

Don’t Set It and Forget It
Jun 1, 2023

Unlocking the Power of Diversification: The Key to Financial Success
May 18, 2023

Maxing and Relaxing
May 4, 2023

The Rising Price of A Good Time
Apr 20, 2023

Why SVB Is Important For Your Portfolio
Apr 6, 2023

How to Use Roth Accounts
Mar 23, 2023

How to Use Traditional Retirement Accounts
Mar 9, 2023

Where to Put Your Extra Money
Feb 23, 2023

Why Diversification Works
Feb 9, 2023

Why Use a Trust?
Jan 26, 2023

The Three Types of Account Taxability
Jan 12, 2023

The Rising Cost of a Good Time
Dec 29, 2022

Retirement May Not Mean You Actually Retire
Dec 15, 2022

Why It’s Best to Ignore Individual Stocks
Dec 1, 2022

The Upside To A Market Crash
Nov 17, 2022

The Importance of Having Access to Your Money
Nov 3, 2022

Your Investments Should Be Experienced
Oct 20, 2022

Use The Markets Like a Tool
Oct 6, 2022

Realize That…You Just Don’t Know
Sep 22, 2022

A Guarantee That’s Not Truly Guaranteed
Sep 8, 2022

Don’t Just Do Something! Stand There!
Aug 25, 2022

Guns vs. Butter
Aug 11, 2022

You Can Never Go Back
Jul 28, 2022

Here’s a Secret: Your Financial Plan Is Wrong
Jul 14, 2022

Do Not Consider Investing in Real Estate (Including Your Own Home) With More Than 20% of Your Assets
Jun 23, 2022

Sell Your RSU and ESPP As They Vest
Jun 16, 2022

Make No Predictions of Markets Over Short Periods of Time
Jun 9, 2022

Rebalance Your Portfolio
Jun 2, 2022

Structure a Portfolio Whose Behavior in Market Crashes is Acceptable
May 26, 2022

Keep the Same Investment Strategy Regardless of Your Stage in Life
May 19, 2022

Pay No Attention to the Financial Media
May 12, 2022

Invest Everything Above Your Savings Target in Your Long-Term Portfolio
May 5, 2022

Do What's Always Worked
Apr 28, 2022

Be Optimistic
Apr 21, 2022

Be Patient
Apr 14, 2022

Be Diversified
Apr 7, 2022

Have an Investment Philosophy
Mar 31, 2022

Create a Savings Target
Mar 24, 2022

Build Margin of Error in Your Cash Flow Plan
Mar 17, 2022

Keep 5 Years of Net Cash Needs Out of the Market
Mar 10, 2022

Understand How Big Financial Changes Affect You in the Long Run
Mar 3, 2022

Have a Cash Flow System
Feb 24, 2022

Keep Your Spending Categories Manageable
Feb 17, 2022

Don’t Be Afraid to Spend More Than Your Plan
Feb 10, 2022

In Your Spending, Target Only Things You Can Actually Control
Feb 3, 2022

Create a Spending Plan
Jan 27, 2022

Match Your Spending with Your Values
Jan 20, 2022

Create an Emergency Fund
Jan 13, 2022

Focus on Cash Flow Over Your Entire Life
Jan 6, 2022

Work Your Finances Consistently, Even If Gradually
Dec 30, 2021

Never Take Advice that Drives Compensation for the Advisor (Without Knowing It)
Dec 23, 2021

Get to Clarity, Control & Intention
Dec 16, 2021

Optimize Your Finances For YOU, Not Your Neighbors
Dec 9, 2021

Understand Your Plan Will Not Come True
Dec 2, 2021

Change Your Financial Plan
Nov 25, 2021

Know the Price Tag of Your Lifestyle
Nov 18, 2021

Focus on Actual Cash Flow
Nov 11, 2021

Know What Is Important About Money to You
Nov 4, 2021

Review Your Estate Plan Each Year
Oct 28, 2021

Only Own Life Insurance to Replace Income for Those Dependent on You
Oct 21, 2021

Understand Your Homeowners Insurance Coverage
Oct 14, 2021

Get Liability Protection on Your Entire Net Worth
Oct 7, 2021

Get All of Your Property and Casualty Insurance from One Carrier
Sep 30, 2021

Plan to Leave Highly Appreciated Assets to Your Heirs
Sep 23, 2021

Consider Taxes When Making Withdrawals
Sep 16, 2021

Use a Professional Tax Preparer
Sep 9, 2021

Work Your HSA
Sep 2, 2021

When to Consider a 1031 Exchange
Aug 26, 2021

Manage Your Gifts in a Taxwise Manner
Aug 19, 2021

Maximize the Use of Your Retirement Plans
Aug 12, 2021

Take Advantage of Lower Capital Gains Tax Rates
Aug 5, 2021

Consider Using a Donor Advised Fund
Jul 29, 2021

Consider Making Roth Conversions Regularly
Jul 22, 2021

Use All 3 Tax Structures for Your Long-Term Portfolio
Jul 15, 2021

Level Your Income to Minimize Your Taxes
Jul 8, 2021

Pay Your Taxes and Be Happy
Jun 30, 2021

Have a Long-Term Portfolio Strategy in Place for Your Cash from Selling Company Stock
Jun 18, 2021

Have a Strategy for Each Block of Vesting Shares
Jun 10, 2021

Know the Tax Effect of Selling Your Company Stock
Jun 8, 2021

Understand the Risk Your Company Stock Creates in Your Financial Life
Jun 3, 2021

Risk-Reward of Your Company Stock
May 25, 2021

3 Things to Know About Your Company Stock
May 12, 2021

When to Sell Your RSUs
Apr 27, 2021

Do You Have Too Much Company Stock?
Mar 17, 2021