19 episodes
The Emerging Wealth Podcast MDRN Wealth
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- Business
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5.0 • 5 Ratings
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Ever feel like the financial education out there is either too basic or just for older folks in retirement? You're not alone. Welcome to The Emerging Wealth Podcast—where we go beyond the basics.
I'm John Boyd, a CERTIFIED FINANCIAL PLANNER™ and founder of MDRN Wealth. Here, we tackle advanced tax strategies, explore unique investment opportunities, and dive deep into topics meant to optimize your finances. Whether you're a young professional, an entrepreneur, or on the journey to financial independence and early retirement, this is your compass to make every dollar count.
www.MDRNwealth.com
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Is Direct Indexing Legit? What Investors Should Know
Over the past two years, Direct Indexing strategies have gained prominence. Direct Indexing is a method where instead of buying an index fund like the S&P 500, you purchase all the individual underlying stocks directly.
This approach suggests potential enhancements in after-tax returns and offers more flexibility in portfolio customization. But is it as promising as it sounds? Dive into this week's episode of Emerging Wealth Podcast to uncover the truth.
MDRN Wealth specializes in tax, investment, and financial planning for high-income millennials. To learn more, visit us at www.MDRNwealth.com
This Podcast is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.
Subscribe to our weekly planning insights newsletter: https://mdrnwealth.com/blog/
Take our AI-Driven Retirement Plan: https://stc-grow-dot-tifin-grow.uc.r.appspot.com/public-assessment?tempToken=GeH4Hu8vT5822kHblJDdp
If you need specific advice you can contact us at Advice@mdrnwealth.com or at: https://mdrnwealth.com/contact/ -
UTMA/UGMAs, 529, Trusts & More - Your Guide to Saving for Your Children
Planning for your child's financial future? With endless options available, it can be daunting to decide the best savings approach. In this episode, we demystify the maze of possibilities, from custodial brokerage accounts to 529s and trusts. Whether you already have kids or are considering them in the future, we'll guide you through strategies to make a lasting impact on their lives.
MDRN Wealth specializes in tax, investment, and financial planning for high-income millennials. To learn more, visit us at www.MDRNwealth.com
This Podcast is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.
Subscribe to our weekly planning insights newsletter: https://mdrnwealth.com/blog/
Take our AI-Driven Retirement Plan: https://stc-grow-dot-tifin-grow.uc.r.appspot.com/public-assessment?tempToken=GeH4Hu8vT5822kHblJDdp
If you need specific advice you can contact us at Advice@mdrnwealth.com or at: https://mdrnwealth.com/contact/ -
Employee Stock Purchase Plans (ESPPs) 101 - Taxes, Benefits & More
This week, we're diving into Employee Stock Purchase Programs (ESPPs). While ESPPs are a widely-offered employee benefit, many don't fully utilize them. Join us as we unravel the potential financial gains from ESPPs and demystify their intricate tax implications.
MDRN Wealth specializes in tax, investment, and financial planning for high-income millennials. To learn more, visit us at www.MDRNwealth.com
This Podcast is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.
Subscribe to our weekly planning insights newsletter: https://mdrnwealth.com/blog/
Take our AI-Driven Retirement Plan: https://stc-grow-dot-tifin-grow.uc.r.appspot.com/public-assessment?tempToken=GeH4Hu8vT5822kHblJDdp
If you need specific advice you can contact us at Advice@mdrnwealth.com or at: https://mdrnwealth.com/contact/ -
3 Tax-Smart Strategies to Access Retirement Accounts & Retire Early
Retiring at 60 is an outdated concept. The truth is, many of us aspire to achieve financial independence and potentially retire far earlier than 60. But how can you achieve this when tax laws seem to incentivize retiring at that age or later? In this episode, we break down three tax-savvy methods to access your retirement accounts before 60, paving the way for a tax-efficient early retirement.
MDRN Wealth specializes in tax, investment, and financial planning for high-income millennials. To learn more, visit us at www.MDRNwealth.com
This Podcast is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.
Subscribe to our weekly planning insights newsletter: https://mdrnwealth.com/blog/
Take our AI-Driven Retirement Plan: https://stc-grow-dot-tifin-grow.uc.r.appspot.com/public-assessment?tempToken=GeH4Hu8vT5822kHblJDdp
If you need specific advice you can contact us at Advice@mdrnwealth.com or at: https://mdrnwealth.com/contact/ -
Backdoor Roth 101: Pro Rata Rule, Tips & More
In this episode, we dive into the intricacies of the Backdoor Roth IRA strategy, providing a comprehensive guide on its best practices and potential pitfalls. The Backdoor Roth IRA is a legitimate financial strategy that can enable individuals in high tax brackets to circumvent the usual income limitations.
MDRN Wealth specializes in tax, investment, and financial planning for high-income millennials. To learn more, visit us at www.MDRNwealth.com
This Podcast is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.
Subscribe to our weekly planning insights newsletter: https://mdrnwealth.com/blog/
Take our AI-Driven Retirement Plan: https://stc-grow-dot-tifin-grow.uc.r.appspot.com/public-assessment?tempToken=GeH4Hu8vT5822kHblJDdp
If you need specific advice you can contact us at Advice@mdrnwealth.com or at: https://mdrnwealth.com/contact/ -
How To Responsibly Borrow Against Your Stock Portfolio
In this episode, we delve into the strategic use of your non-retirement stock portfolio as collateral for a line of credit. This approach can unlock new financial opportunities and potentially result in significant tax savings. Tune in as we demystify the process of creating leverage in your portfolio, providing clear, actionable insights to help you maximize your financial assets.
MDRN Wealth specializes in tax, investment, and financial planning for high-income millennials. To learn more, visit us at www.MDRNwealth.com
This Podcast is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.
Subscribe to our weekly planning insights newsletter: https://mdrnwealth.com/blog/
Take our AI-Driven Retirement Plan: https://stc-grow-dot-tifin-grow.uc.r.appspot.com/public-assessment?tempToken=GeH4Hu8vT5822kHblJDdp
If you need specific advice you can contact us at Advice@mdrnwealth.com or at: https://mdrnwealth.com/contact/
Customer Reviews
A must-listen
The "Emerging Wealth" podcast is a must-listen for anyone looking to take control of their finances and achieve financial success. The host breaks down complex concepts, in simple and easy to understand examples that are relatable and applicable. Very highly recommend!