Behind the Designs
Case Study 1: Retiring Early to Travel the World
In this fictional case study, we walk you through a financial plan for two executives retiring early, and how they navigate large tax bills.
Episode 64: 2024 Tax Season Recap and 2025 Tax Planning
In this episode, we share what we noticed filing 2024 tax returns and how, in light of upcoming legislative changes, you can start 2025 tax planning!
Episode 63: Hack Your Travel with Credit Card Points, with Ism Shovan
In this interview, Ism shares about his life as a digital nomad, how he plans trips and then funds them using points and miles.
Episode 62: How to Plan for RMD Taxes
In this episode, we explain how to plan for RMD taxes in advance of retirement, plus how this works for inherited accounts too!
Episode 61: A Crash Course on Equity Compensation
In this episode, we breakdown different forms of equity compensation, and strategies to exercise them in a tax efficient way.
Episode 60: The True Cost of Healthy Living with Rachel Staycheff-Hamm
In this episode, Rachel Staycheff-Hamm shares how a diagnosis changed her view on the cost of healthy living, and how it shaped her lifestyle
