Max Finance

Max Finance
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Welcome to the Max Finance Podcast, where a certified financial planner and a personal finance geek discuss how to make intentional decisions that maximize your money and achieve your goals. Hosted by Loren Heiman and George Galat, CFP. We’d love to hear from you. Send feedback to feedback@maxfinance.com or email us directly at george@maxfinance.com and loren@maxfinance.com

  1. 21/04/2023

    34: Employee stock purchase plans (ESPP)

    We discuss employee stock purchase plans (ESPP), how they work and how to optimize your participation in one.

    25 min

  2. 07/04/2023

    33: Recessions

    We discuss how to best prepare for a recession and navigate through it.

    42 min

  3. 24/03/2023

    32: 401(k) overview

    We discuss how to select investments and important considerations for maximizing the benefit of this tax advantaged account.

    1hr 4min

  4. 30/12/2022

    31: Tips for buying a house

    We discuss the basics of buying a house including saving for a down payment, setting a budget and understanding the true costs.

    56 min

  5. 16/12/2022

    30: College Planning

    We discuss college planning and what items you should consider when saving specifically for this goal.

    39 min

  6. 02/12/2022

    29: Preparing for a Child

    We discuss what you should think about financially when preparing to have a child.

    55 min

  7. 18/11/2022

    28: Cryptocurrency: An overview and guide to owning it

    We discuss how to get started in crypto and how much you should invest in it.

    1hr 4min

  8. 04/11/2022

    27: Rebalancing and tax loss harvesting

    We explain what rebalancing and tax loss harvesting is and how to do it to maximize your investment returns.

    50 min
See All (34)

About

Welcome to the Max Finance Podcast, where a certified financial planner and a personal finance geek discuss how to make intentional decisions that maximize your money and achieve your goals. Hosted by Loren Heiman and George Galat, CFP. We’d love to hear from you. Send feedback to feedback@maxfinance.com or email us directly at george@maxfinance.com and loren@maxfinance.com

Information

  • Creator
    Max Finance
  • Years Active
    2021 - 2023
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © Max Finance
  • Show Website
    Max Finance