Канал: Thimbleberry Financial

Building Intergenerational Wealth

Building Intergenerational Wealth

Investment Advice vs Financial Advice

Investment Advice vs Financial Advice

Tech Professionals: How to Avoid Unexpected Tax Bills from Equity Compensation

Tech Professionals: How to Avoid Unexpected Tax Bills from Equity Compensation

Retirement Myths Debunked, Part 2

Retirement Myths Debunked, Part 2

Financial Flexibility for Doctors: Thimbleberry Financial Success Story

Financial Flexibility for Doctors: Thimbleberry Financial Success Story

Retirement Myths Debunked, Part 1

Retirement Myths Debunked, Part 1

Lump Sum Investing vs Dollar Cost Averaging

Lump Sum Investing vs Dollar Cost Averaging

Thimbleberry U: Be Your Own Superhero After a Data Breach

Thimbleberry U: Be Your Own Superhero After a Data Breach

Making More and Better Decisions

Making More and Better Decisions

Thimbleberry U 96 - Planning For a Six Month Break

Thimbleberry U 96 - Planning For a Six Month Break

The Importance of Expense Projecting in Your Financial Plan

The Importance of Expense Projecting in Your Financial Plan

Is Your Portfolio Too Concentrated?

Is Your Portfolio Too Concentrated?

Safeguarding Senior Finances

Safeguarding Senior Finances

The 50-30-20 Rule

The 50-30-20 Rule

Retirement Distributions: A Case Study

Retirement Distributions: A Case Study

Balancing Equity Compensation and Life: Tech Professionals 6 of 6

Balancing Equity Compensation and Life: Tech Professionals 6 of 6

Five Myths of Retirement Planning

Five Myths of Retirement Planning

Are You Prepared to Manage a Sudden Financial Windfall?

Are You Prepared to Manage a Sudden Financial Windfall?

NQSOs: Simplifying Equity Comp: Tech Professionals 5 of 6

NQSOs: Simplifying Equity Comp: Tech Professionals 5 of 6

Embracing a Future Phase of Life

Embracing a Future Phase of Life

Mastering ISOs: Tech Professionals 4 of 6

Mastering ISOs: Tech Professionals 4 of 6

Thimbleberry Cambridge Partnership

Thimbleberry Cambridge Partnership

Your Specialist in Financial Planning

Your Specialist in Financial Planning

RSUs and Streamlining Wealth Building: Tech Professionals 3 of 6

RSUs and Streamlining Wealth Building: Tech Professionals 3 of 6

How I Know Life Needs Flexibility

How I Know Life Needs Flexibility

How to Maximize your ESPP: Tech Professionals 2 of 6

How to Maximize your ESPP: Tech Professionals 2 of 6

Roth Account Tricks for High Earners

Roth Account Tricks for High Earners

Unlocking Your Equity Compensation: Tech Professionals 1 of 6

Unlocking Your Equity Compensation: Tech Professionals 1 of 6

Celebrating Success

Celebrating Success

Healthcare Professionals 6 of 6: Your Legacy Doesnt Go With You

Healthcare Professionals 6 of 6: Your Legacy Doesnt Go With You

Financial Planning AND Weatlh Management - Why Both?

Financial Planning AND Weatlh Management - Why Both?

Healthcare Professionals 5 of 6: Protect Yourself and Your Family

Healthcare Professionals 5 of 6: Protect Yourself and Your Family

Little Known Secrets of Incentive Stock Options

Little Known Secrets of Incentive Stock Options

Healthcare Professionals 4 of 6: The Tax Prescription

Healthcare Professionals 4 of 6: The Tax Prescription

Planning for a 6 Month Break Between Jobs

Planning for a 6 Month Break Between Jobs

Healthcare Professionals 3 of 6: Your Investments Are Medicine

Healthcare Professionals 3 of 6: Your Investments Are Medicine

The 50-30-20 Budgeting Rule

The 50-30-20 Budgeting Rule

Healthcare Professionals 2 of 6- Planning for the Long Haul

Healthcare Professionals 2 of 6- Planning for the Long Haul

Be Your Own Super Hero After A Data Breach

Be Your Own Super Hero After A Data Breach

Healthcare Professionals 1 of 6: Assessing Financial Health

Healthcare Professionals 1 of 6: Assessing Financial Health

Conducting a Beneficiary Review

Conducting a Beneficiary Review

S&P 500 – It’s Not a Diversified Portfolio

S&P 500 – It’s Not a Diversified Portfolio

Executing a Backdoor Roth

Executing a Backdoor Roth

Navigating Personal Finances as a Tech Executive

Navigating Personal Finances as a Tech Executive

The Retirement Trifecta: Income, Assets, Expenses

The Retirement Trifecta: Income, Assets, Expenses

Which Advisor is a Fiduciary?

Which Advisor is a Fiduciary?

Thinking Through a New Mortgage with Higher Interest Rates

Thinking Through a New Mortgage with Higher Interest Rates

Taxation of RSUs

Taxation of RSUs

Structure Cash

Structure Cash

My Company Stock is Down – Now What?

My Company Stock is Down – Now What?

Secure Act 2.0

Secure Act 2.0

Amy’s Story

Amy’s Story

What Did We Learn About Ourselves?

What Did We Learn About Ourselves?

Why Is This Market Different?

Why Is This Market Different?

How to Harness Opportunity in the New Year

How to Harness Opportunity in the New Year

Year End Capital Gains Distributions

Year End Capital Gains Distributions

Decision Fatigue

Decision Fatigue

When Is The Right Time to Start Saving?

When Is The Right Time to Start Saving?

What Do I Do When I'm Laid Off?

What Do I Do When I'm Laid Off?

Nuts and Bolts of Estate Planning

Nuts and Bolts of Estate Planning

Emotional Fatigue

Emotional Fatigue

Importance of a Password Manager

Importance of a Password Manager

Why a Recession Shouldn't Matter To You

Why a Recession Shouldn't Matter To You

Tracking Basis on a Residence

Tracking Basis on a Residence

Creating Your Own Sabbatical

Creating Your Own Sabbatical

Discussing Aging

Discussing Aging

Vacations and Retirement

Vacations and Retirement

Types of Life Insurance

Types of Life Insurance

Meet the Thimbleberry Team

Meet the Thimbleberry Team

The Future of Roth Accounts

The Future of Roth Accounts

The Right Time to Save

The Right Time to Save

The Invasion of Ukraine and My Money

The Invasion of Ukraine and My Money

Mindfulness and Money

Mindfulness and Money

Ukraine Invasion & Markets

Ukraine Invasion & Markets

Is Having A Mortgage In Retirement Bad?

Is Having A Mortgage In Retirement Bad?

What To Do With a Tender Offer

What To Do With a Tender Offer

You Landed Your First Big Tech Job. Now What?

You Landed Your First Big Tech Job. Now What?

How your Relationship with Future Self affects Goal Achievement

How your Relationship with Future Self affects Goal Achievement

What Should Go In My Annual Financial Review?

What Should Go In My Annual Financial Review?

The Top 6 Retirement Planning Mistakes

The Top 6 Retirement Planning Mistakes

Save More by Shrinking Your Monthly Income

Save More by Shrinking Your Monthly Income

Qualified Charitable Distributions

Qualified Charitable Distributions

The House Tax Plan

The House Tax Plan

Stock Tender Offers

Stock Tender Offers

End of Life Checklist

End of Life Checklist

What's My Magic Retirement Number

What's My Magic Retirement Number

When The Client Advisor Relationship Doesn't Work

When The Client Advisor Relationship Doesn't Work

6 Strategies of Optimistic Thinkers

6 Strategies of Optimistic Thinkers

The Income Danger Zone

The Income Danger Zone

Talking To Your Spouse About Money

Talking To Your Spouse About Money

Tax Efficient Investing

Tax Efficient Investing

5 Items to Make or Break Your IPO Dreams

5 Items to Make or Break Your IPO Dreams

Building Your House or Pyramid

Building Your House or Pyramid

Atomic Habits

Atomic Habits

Deferred Compensation Plans

Deferred Compensation Plans

What To Do When You Get a Windfall

What To Do When You Get a Windfall

Handling Stress

Handling Stress

Ants and Grasshoppers

Ants and Grasshoppers

Creating A Good Client Experience

Creating A Good Client Experience

Dealing with long term medical costs

Dealing with long term medical costs

A solid financial plan

A solid financial plan

Why estate planning is so imporant

Why estate planning is so imporant

Preparing your estate

Preparing your estate

5 Things To Do Post Residency

5 Things To Do Post Residency

Real world examples of financial goals

Real world examples of financial goals

Achieving your dreams

Achieving your dreams

My Company Is Going Public. Now What?

My Company Is Going Public. Now What?

SkipBudgetingSetupBoundaries.mp4

SkipBudgetingSetupBoundaries.mp4

Budgeting through understanding spending patterns

Budgeting through understanding spending patterns

Real world S.M.A.R.T goal setting and achievement. #SMART #Goals

Real world S.M.A.R.T goal setting and achievement. #SMART #Goals

SMART goals and building the life you want

SMART goals and building the life you want

Real Tacos Can Not Contain Eggplant - A Guide to Roth Distributions

Real Tacos Can Not Contain Eggplant - A Guide to Roth Distributions

Setting S.M.A.R.T. Goals

Setting S.M.A.R.T. Goals

Decision Making and Stress

Decision Making and Stress

Equity Compensation Questions

Equity Compensation Questions

For The Nurses

For The Nurses

Preparing For The Election

Preparing For The Election

Trump Tax Returns

Trump Tax Returns

Why We Do What We Do - And Becoming Better

Why We Do What We Do - And Becoming Better

Reducing Spending - Tips and Tricks

Reducing Spending - Tips and Tricks

A Financial Planning FIRST Advisor

A Financial Planning FIRST Advisor

Continuity Planning

Continuity Planning

Issues for Physicians

Issues for Physicians

Employee Stock Purchase Plans

Employee Stock Purchase Plans

Kids and Money

Kids and Money

Coronavirus and Life: The Not Fun Stuff

Coronavirus and Life: The Not Fun Stuff

How Will Coronavirus Change The Conversation

How Will Coronavirus Change The Conversation

The CARES Act

The CARES Act

Biases in Investing

Biases in Investing

Coronavirus and The Market

Coronavirus and The Market

Roth Mistakes

Roth Mistakes

Questions To Ask An Advisor

Questions To Ask An Advisor

The SECURE Act

The SECURE Act

New Years Resolutions

New Years Resolutions

101 on RSUs

101 on RSUs

The Power of Roth Money

The Power of Roth Money

Market Volatility

Market Volatility

Why Insurance?

Why Insurance?

Tax Diversification and The Triangle

Tax Diversification and The Triangle

Trailer

Trailer