Whiteboard Series

Whiteboard Series: Tax-Advantaged Accounts

This week I recorded and released an outstanding conversation with Bill Sweet of Ritholtz Wealth Management on, of all things, taxes. Yes, I know taxes are not a favorite subject for most people, but it is an important part of a financial plan. As you’ll learn from Bill, proper usage of tax-advantaged accounts can help provide a boost to your…

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Whiteboard Series: The Business Cycle

In the last Whiteboard Series Video we covered the inverted yield curve and why everyone is talking about if it happens–the last nine inverted curves have led to a recession.  In this episode, we take a look at the business cycle as a precursor to talking about recessions in the next video. I think it is important to understand that…

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Whiteboard Series: The Inverted Yield Curve

If you haven’t read about or heard of the inverted yield curve, you probably will soon; it’s been a hot topic for financial media as of late and it will probably remain so for a while. In this episode of The Whiteboard Series, I try to keep this complex phenomenon at a high level and focus just on the basics. So,…

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Whiteboard Series: Wealthy vs. Rich

The whole squad is back again for the first Whiteboard Series Video in the new office. In this episode, we are taking a different approach–instead of just defining a financial planning term, we’re discussing a topic that has been of great interest to me as of late; I’ve been asking every podcast guest about this and my most recent podcast…

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Whiteboard Series: Disability Insurance

My whole squad, well everyone but Mom, joined me over the weekend a new Whiteboard Series Video. Insurance is no one’s favorite subject, except for insurance salespeople, and in this week’s Whiteboard Series Video we quickly cover the importance of disability insurance. This is not the first time disability insurance has been covered on the blog, and it probably won’t…

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Whiteboard Series: Stagflation

Throughout the Whiteboard Series and Week In Review videos, we’ve spent time discussing The Federal Reserve and its efforts to manage inflation. As we see inflation beginning to rise, you might begin to hear people talk about stagflation. It’s been a long time since the U.S. has experienced stagflation–most of you probably weren’t alive when it ran rampant in the…

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Whiteboard Series: Control What You Can Control

In financial planning there are really only a few variables that individuals actually have control over; interestingly enough, it’s the other variables (out of our control) that attract the majority of the attention. In this episode of the Whiteboard Series, Leo joins me to discuss why you should focus on what you can control and what areas of your financial…

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Whiteboard Series: Backdoor Roth IRA

As many Millennials begin to see their incomes rise, they are beginning to the phaseout of being able to contribute to one of the most powerful investment vehicles around–the Roth IRA. I’m surprised how few people are aware of the backdoor Roth IRA strategy which until the most recent tax bill was technically a loophole. But it now has received…

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Whiteboard Series: Consumer Price Index (CPI)

It’s spring break and the boys, well two of them, decided to join me for a new Whiteboard Series video. We’ve been hearing a lot about the Federal Reserve raising interest rates to keep inflation in line; the last Whiteboard Series video covered what is meant by a hawkish and dovish Fed. Today, Roman and Leo help me explain another…

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Whiteboard Series: Hawks vs. Doves

If you tuned into last week’s Week In Review you might remember me using the terms “hawkish” and “dovish” when discussing Federal Reserve Chairman Jay Powell’s testimony before Congress. While these terms are not new to anyone working in finance or closely follow the Federal Reserve (not sure how many people fall into this category), they are probably new to…

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