Up Your Average

Gimbal Financial

Up Your Average is the “no nonsense” podcast made for interesting people who think differently. Learn to navigate your life with unconventional wisdom by tuning in to Keith Tyner and Doug Shrieve every week.

  1. ٩ فبراير

    70: This Generosity Strategy Can Lower Your Taxes

    Most families think about generosity emotionally—but few think about it strategically. In this episode, Keith and Caleb break down a surprising way to give generously while improving your tax planning, especially for families with significant assets. When done correctly, generosity doesn’t just improve the world around you—it can reduce taxes, preserve family wealth, and help future generations thrive. We walk through the four ways wealth is typically used over a lifetime: consumption, taxes, loss, and giving. While most people fixate on spending and investing, high-net-worth families often overlook how intentional giving can become one of the most efficient tools in their overall financial plan. You’ll learn: Why taxes are often the biggest “silent consumer” of wealthHow generosity can be structured to reduce tax dragA practical example of using tax-advantaged strategies to benefit family and future generationsWhy “giving later” is often less effective than giving intentionally todayThis is not about charity for charity’s sake. It’s about aligning your values with smart tax planning so your wealth does more than sit on a balance sheet or get lost to Uncle Sam. If you’ve ever wondered whether you can be generous and financially disciplined, this conversation will change how you think about giving. If you want help building generosity into your tax and financial plan, work with us at https://www.gimbalfinancial.com.

    ٢٧ من الدقائق
  2. ١٢ يناير

    66: A Doctor’s Perspective on Dementia and End-of-Life Care with George Elmes, M.D.

    When a parent begins to decline from dementia, families are often forced to make decisions with no perfect answers—only tradeoffs. In this episode, Keith and Doug sit down with experienced physician, Dr. George Elmes, M.D., to talk candidly about helping aging parents with dementia, navigating end-of-life care, and knowing when it’s time for family members to step in. This conversation goes beyond medical theory and into real-life scenarios families face every day: taking away car keys, recognizing cognitive decline, and deciding when independence must give way to safety. We also explore why dementia is often hidden by those diagnosed, how families miss early warning signs, and why waiting too long can leave everyone reacting instead of planning. You’ll hear a physician’s perspective on quality of life versus quantity of life, how medical technology can extend life without improving it, and why families must think long-term—not just crisis to crisis. Most importantly, we discuss how to approach these moments with compassion, clarity, and the goal of having no regrets. This episode is especially relevant for families with substantial assets who want to coordinate medical decisions with thoughtful financial planning—before a crisis forces rushed, emotional choices. If your family is facing dementia or planning for aging parents, professional guidance matters. We help families align medical realities with financial clarity. Work with us at https://www.gimbalfinancial.com.

    ٤١ من الدقائق
  3. ٥ يناير

    65: Ten Wedding Planning Mistakes to Avoid (and What to Do Instead) with Elizabeth Owens

    Planning a wedding is one of the most meaningful (and expensive) decisions a couple will make. Yet many families approach wedding planning without the guidance they need to avoid unnecessary stress, wasted money, and regret. In this episode, Keith and Doug interview wedding planner Elizabeth Owens to break down 10 essential wedding planning do’s and don’ts every couple should consider before the big day. Drawing from real-world experience with couples, Elizabeth discusses what actually matters versus what simply adds cost without adding value. From guest lists and vendors to timing, food choices, and flow of the day, this conversation helps couples make confident, informed decisions that align with both their values and their finances. You’ll learn why: → Smaller, intentional guest lists often lead to better experiences→ The right vendors, especially DJs and coordinators, can make or break the day→ Trends like first looks, private last dances, and late-night snacks are growing in popularity→ Overspending on décor rarely delivers lasting impact→ Preparation leads directly to peace on your wedding day Whether you’re newly engaged or helping a child plan their wedding, this episode offers practical wedding planning advice designed for families who care about long-term financial health, not just one event. If you want guidance that goes beyond the wedding day and supports your broader financial life, we’d love to help. 🔗 Work with us at https://www.gimbalfinancial.com🔗 Work with Elizabeth at https://www.savethedaysisters.com

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Up Your Average is the “no nonsense” podcast made for interesting people who think differently. Learn to navigate your life with unconventional wisdom by tuning in to Keith Tyner and Doug Shrieve every week.