7 episodi

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

    • Investimenti

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.

    New Years Resolutions

    New Years Resolutions

    To begin 2020, Amy and Jag discuss New Year's resolutions and how to take control of your finances in the new year.

    • 16 min
    101 on RSUs

    101 on RSUs

    RSUs, or Restricted Stock Units, are quite prevalent in the tech sector as an employee benefit. Today we cover everything you need to know about RSUs, their tax implications, and the myths around them.

    • 12 min
    The Power of Roth Money

    The Power of Roth Money

    Today we look at the value of Roth Dollars - the advantages of Roth accounts, their limitations, and the myths surrounding them.

    • 16 min
    Market Volatility

    Market Volatility

    The market has been high for awhile, and this causes anxiety for many investors.   Today, Amy explains how to keep market volatility in perspective, including:
    Understanding your fearsBeing aware of market influencing factorsHow to be proactiveRemembering what you control and influenceThe bright side of a downturn (yes, there are some).Links:
    Thimbleberry Financial Website
    Email Thimbleberry Financial
    Call Thimbleberry Financial at 503-610-6510

    • 18 min
    Why Insurance?

    Why Insurance?

    Clients often come to financial advisers to discuss investments, but why is it a good idea to also discuss insurance?
    In today's episode, Amy Walls explains the importance of including your insurance needs in your overall financial plan - and just how personal insurance is for her.
    Links:
    Thimbleberry Financial Website
    Email Thimbleberry Financial
    Call Thimbleberry Financial at 503-610-6510

    • 11 min
    Tax Diversification and The Triangle

    Tax Diversification and The Triangle

    Tax Diversification is an important thing to think about as we close in on the end of 2019.
    Tax Diversification is really a 3-point triangle - Amy explains how this analogy works.
    In our first episode, we also cover the approach and importance of tax diversification, including some common misconceptions.
    There are some common pitfalls associated with tax-free vehicles.
    Finally, Jon and Amy ask the proverbial question: "Should everyone have each type of investment?"
    Links:
    Thimbleberry Financial Website
    Email Thimbleberry Financial
    Call Thimbleberry Financial at 503-610-6510
     

    • 16 min

Top podcast nella categoria Investimenti