Watch Now Listen Now In this episode, I’m joined by John Owens, Managing Partner at Brooklyn Fi, to break down year-end planning for people with equity compensation—RSUs, stock options (ISOs/NQSOs), and ESPPs. We talk about how to avoid AMT surprises, unwind a...
Listen Now Gold is going for more than $4,000 an ounce. It’s one of the stories of the year—and what makes it unusual is that stocks are strong at the same time. Turns out that optimism about AI and earnings can coexist with a bid for safety. Today I’m going to do...
Watch Now Listen Now In this conversation, I’m joined by Heather and Doug Boneparth to talk about their new book: Money Together. We unpack what “fair” really looks like in a relationship, how to keep resentment from boiling over, and the habits that make money...
Listen Now Last week, I was interviewed by USA Today about whether or not it’s time to hoard cash. The article notes that “stock indexes have been breaking records in 2025,” and valuations have risen to a level we haven’t seen since just before the peak of the...
Watch Now Listen Now When people think of Carl Richards, they think of simple sketches with big meaning. Each line captures an idea about how humans relate to money—our fears, habits, and values. In our conversation, we dive deep into Your Money, a book designed to...
Listen Now If there’s one topic I’ve talked about more than anything else this year — with clients, with other advisors, and on stage at conferences — it’s 351 exchanges. For investors sitting on big, appreciated stock positions, this is one of the most compelling...
