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The Five Minute Financial Plan Podcast

Oct 17, 2018

Leaving a job, for any reason, is a major life event. If you are also leaving a pension, the decision as to what to do with it can have lifelong consequences.

The choice of accepting the pension benefit of a guaranteed lifetime income, or cash it out now in the form of a lump sum of cash is not as clear cut as you might...


Oct 10, 2018

Making partner is a dream for many executives. This journey comes with a lot of varied emotions - you're excited, nervous, and you're not entirely sure what to expect.

Often, taking a step back to look at the financial implications of becoming partner falls to the wayside when you're making this big career decision.


Oct 3, 2018

As an executive, a key element to your financial planning is income tax planning. Your end goal should always be to keep as much of your money as possible, which might mean implementing advanced income tax strategies in your financial plan.

Ready to learn more?

Let's dive in!


Sep 26, 2018

Many executives at the Director level have multiple stock plans as part of their compensation. While this seems fantastic at first glance, it can complicate your retirement plan in the long-run – and make it harder for you to create a flexible strategy that helps you meet your goals.

So, what do you do when you...


Sep 19, 2018

The current maximum for 401(k) contributions is $18,500 each year if

you're under age 50, and $24,500 a year if you’re 50 or older. However, there is a hidden risk with aggressively saving to your 401(k) - you could potentially max it out too early.

Maxing out your 401(k) mid-way through the year comes with a variety...