With the GameStop incident further escalating we have been getting more questions about the whole situation. So we dedicated this episode to reviewing some of the specific areas related to short a squeeze. In…
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GameStop, Gamma Vortex, and Confirmation Bias | Ep 62
In the past couple of weeks, an exciting and dramatic chain of events has been going on around GameStop Corp., where their stock price skyrocketed in a very short time. GameStop is a video game…
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Tax Gain Harvesting: What, Why, and How | Ep 61
Tax gain harvesting is a strategy of selling investment assets at a gain and paying tax at that point as opposed to waiting and paying the tax later. Depending on your income and how…
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This Is Why I’m Concerned About Our Rising National Debt | Ep 60
The rising national debt level in the United States is an important topic that usually gets quite a bit of attention in the financial and economic news. However, with everything else that’s going…
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Everything You Need to Know About Buying & Selling Small Businesses With Greg K Williams | Ep 59
In today’s episode, we have another distinguished guest: Greg K Williams. Greg is a certified mergers & acquisitions professional who is an expert on the process of buying and selling small businesses. Throughout…
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Top Strategies for Tax-Efficient Charitable Giving | Ep 58
The year 2020 has been an extremely challenging year for a lot of people, businesses, and organizations. Therefore, this is also a time when charitable organizations may need help from donors more than ever….
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Last Minute Retirement Plan: Tips & Tricks for 2020 Procrastinators | Ep 56
At the end of every year, some business owners face situations where they need to set up last minute retirement plans due to numerous reasons. We dedicated this episode to reviewing how business owners…
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A Breakdown of the New Stimulus Bill, Including PPP 2.0! | Ep 57
A couple of days ago, President Trump signed into law a second stimulus package for COVID relief. This legislation includes $600 stimulus checks, more funding for the Paycheck Protection Program, along with some updates…
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Everything You Need to Know About Investing in IPOs | Ep 55
In recent months, investing in ipos has been getting a bit of attention as quite a few popular companies such as Airbnb and DoorDash entered the public market this year. We dedicated this episode…
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The True Cost of Homeownership With Kelly Luethje | Ep 54
In recent months, mortgage interest rates have been significantly reduced across the country. Although it may sound like an attractive opportunity for people considering buying a house, there are several complexities related to homeownership….
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