110 episodes

Financial planning is all about vision - what do you want for the rest of your life? Amy Walls of Thimbleberry Financial helps clients paint that picture every day. And it's what we will do in this podcast.

ThimbleberryU Amy Walls

    • Business

Financial planning is all about vision - what do you want for the rest of your life? Amy Walls of Thimbleberry Financial helps clients paint that picture every day. And it's what we will do in this podcast.

    Mastering ISOs: Tech Professionals 4 of 6

    Mastering ISOs: Tech Professionals 4 of 6

    • 14 min
    Choosing Funds in a 401k or 403b Account

    Choosing Funds in a 401k or 403b Account

    • 18 min
    RSUs and Streamlining Wealth Building: Tech Professionals 3 of 6

    RSUs and Streamlining Wealth Building: Tech Professionals 3 of 6

    • 13 min
    Do I Change The Investments in My Inheritance?

    Do I Change The Investments in My Inheritance?

    • 20 min
    How to Maximize your ESPP: Tech Professionals 2 of 6

    How to Maximize your ESPP: Tech Professionals 2 of 6

    • 13 min
    Roth Account Tricks for High Earners

    Roth Account Tricks for High Earners

    • 17 min
  • © 2023 Thimbleberry Financial

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