Deliberate Money Moves Podcast

Image for Have an Investment Philosophy

Have an Investment Philosophy

Mar 31, 2022

Image for Sell Your RSU and ESPP As They Vest

Sell Your RSU and ESPP As They Vest

Jun 16, 2022

Image for Make No Predictions of Markets Over Short Periods of Time

Make No Predictions of Markets Over Short Periods of Time

Jun 9, 2022

Image for Rebalance Your Portfolio

Rebalance Your Portfolio

Jun 2, 2022

Image for Structure a Portfolio Whose Behavior in Market Crashes is Acceptable

Structure a Portfolio Whose Behavior in Market Crashes is Acceptable

May 26, 2022

Image for Keep the Same Investment Strategy Regardless of Your Stage in Life

Keep the Same Investment Strategy Regardless of Your Stage in Life

May 19, 2022

Image for Pay No Attention to the Financial Media

Pay No Attention to the Financial Media

May 12, 2022

Image for Invest Everything Above Your Savings Target in Your Long-Term Portfolio

Invest Everything Above Your Savings Target in Your Long-Term Portfolio

May 5, 2022

Image for Do What's Always Worked

Do What's Always Worked

Apr 28, 2022

Image for Be Optimistic

Be Optimistic

Apr 21, 2022

Image for Be Patient

Be Patient

Apr 14, 2022

Image for Be Diversified

Be Diversified

Apr 7, 2022

Image for Create a Savings Target

Create a Savings Target

Mar 24, 2022

Image for Build Margin of Error in Your Cash Flow Plan

Build Margin of Error in Your Cash Flow Plan

Mar 17, 2022

Image for Keep 5 Years of Net Cash Needs Out of the Market

Keep 5 Years of Net Cash Needs Out of the Market

Mar 10, 2022

Image for Understand How Big Financial Changes Affect You in the Long Run

Understand How Big Financial Changes Affect You in the Long Run

Mar 3, 2022

Image for Have a Cash Flow System

Have a Cash Flow System

Feb 24, 2022

Image for Keep Your Spending Categories Manageable

Keep Your Spending Categories Manageable

Feb 17, 2022

Image for Don’t Be Afraid to Spend More Than Your Plan

Don’t Be Afraid to Spend More Than Your Plan

Feb 10, 2022

Image for In Your Spending, Target Only Things You Can Actually Control

In Your Spending, Target Only Things You Can Actually Control

Feb 3, 2022

Image for Create a Spending Plan

Create a Spending Plan

Jan 27, 2022

Image for Match Your Spending with Your Values

Match Your Spending with Your Values

Jan 20, 2022

Image for Create an Emergency Fund

Create an Emergency Fund

Jan 13, 2022

Image for Focus on Cash Flow Over Your Entire Life

Focus on Cash Flow Over Your Entire Life

Jan 6, 2022

Image for Work Your Finances Consistently, Even If Gradually

Work Your Finances Consistently, Even If Gradually

Dec 30, 2021

Image for Never Take Advice that Drives Compensation for the Advisor (Without Knowing It)

Never Take Advice that Drives Compensation for the Advisor (Without Knowing It)

Dec 23, 2021

Image for Get to Clarity, Control & Intention

Get to Clarity, Control & Intention

Dec 16, 2021

Image for Optimize Your Finances For YOU, Not Your Neighbors

Optimize Your Finances For YOU, Not Your Neighbors

Dec 9, 2021

Image for Understand Your Plan Will Not Come True

Understand Your Plan Will Not Come True

Dec 2, 2021

Image for Change Your Financial Plan

Change Your Financial Plan

Nov 25, 2021

Image for Know the Price Tag of Your Lifestyle

Know the Price Tag of Your Lifestyle

Nov 18, 2021

Image for Focus on Actual Cash Flow

Focus on Actual Cash Flow

Nov 11, 2021

Image for Know What Is Important About Money to You

Know What Is Important About Money to You

Nov 4, 2021

Image for Review Your Estate Plan Each Year

Review Your Estate Plan Each Year

Oct 28, 2021

Image for Only Own Life Insurance to Replace Income for Those Dependent on You

Only Own Life Insurance to Replace Income for Those Dependent on You

Oct 21, 2021

Image for Understand Your Homeowners Insurance Coverage

Understand Your Homeowners Insurance Coverage

Oct 14, 2021

Image for Get Liability Protection on Your Entire Net Worth

Get Liability Protection on Your Entire Net Worth

Oct 7, 2021

Image for Get All of Your Property and Casualty Insurance from One Carrier

Get All of Your Property and Casualty Insurance from One Carrier

Sep 30, 2021

Image for Plan to Leave Highly Appreciated Assets to Your Heirs

Plan to Leave Highly Appreciated Assets to Your Heirs

Sep 23, 2021

Image for Consider Taxes When Making Withdrawals

Consider Taxes When Making Withdrawals

Sep 16, 2021

Image for Use a Professional Tax Preparer

Use a Professional Tax Preparer

Sep 9, 2021

Image for Work Your HSA

Work Your HSA

Sep 2, 2021

Image for When to Consider a 1031 Exchange

When to Consider a 1031 Exchange

Aug 26, 2021

Image for Manage Your Gifts in a Taxwise Manner

Manage Your Gifts in a Taxwise Manner

Aug 19, 2021

Image for Maximize the Use of Your Retirement Plans

Maximize the Use of Your Retirement Plans

Aug 12, 2021

Image for Take Advantage of Lower Capital Gains Tax Rates

Take Advantage of Lower Capital Gains Tax Rates

Aug 5, 2021

Image for Consider Using a Donor Advised Fund

Consider Using a Donor Advised Fund

Jul 29, 2021

Image for Consider Making Roth Conversions Regularly

Consider Making Roth Conversions Regularly

Jul 22, 2021

Image for Use All 3 Tax Structures for Your Long-Term Portfolio

Use All 3 Tax Structures for Your Long-Term Portfolio

Jul 15, 2021

Image for Level Your Income to Minimize Your Taxes

Level Your Income to Minimize Your Taxes

Jul 8, 2021

Image for Pay Your Taxes and Be Happy

Pay Your Taxes and Be Happy

Jun 30, 2021

Image for Have a Long-Term Portfolio Strategy in Place for Your Cash from Selling Company Stock

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

Jun 18, 2021

Image for Have a Strategy for Each Block of Vesting Shares

Have a Strategy for Each Block of Vesting Shares

Jun 10, 2021

Image for Know the Tax Effect of Selling Your Company Stock

Know the Tax Effect of Selling Your Company Stock

Jun 8, 2021

Image for Understand the Risk Your Company Stock Creates in Your Financial Life

Understand the Risk Your Company Stock Creates in Your Financial Life

Jun 3, 2021

Image for Risk-Reward of Your Company Stock

Risk-Reward of Your Company Stock

May 25, 2021

Image for 3 Things to Know About Your Company Stock

3 Things to Know About Your Company Stock

May 12, 2021

Image for When to Sell Your RSUs

When to Sell Your RSUs

Apr 27, 2021

Image for Do You Have Too Much Company Stock?

Do You Have Too Much Company Stock?

Mar 17, 2021