Our latest POSTS

What happens when your net worth is concentrated in a single asset—like a family business—and you want to diversify without triggering a big tax bill? In this episode, we talk […]

Sitting on cash, whether in a corporate account or on the sidelines of the market, can feel safe, but is there a more strategic move? In this episode, we chat […]

Managing wealth after a big payout or a high-earning career isn’t always straightforward. In this episode, we chat through real scenarios from tech founders and medical professionals who are facing […]

This episode explores the intersection of wealth and life expectancy, delving into how financial status influences access to healthcare, diet, and overall quality of life. The discussion also addresses the role of health tech devices, such as smartwatches, in monitoring and potentially improving health outcomes. Additionally, the conversation covers essential estate planning strategies to ensure a smoother transition for heirs, including the importance of communication, planning for funeral arrangements, and the use of trusts and wills.

In this episode we discuss the many factors that are important in deciding if you should build a new home or buy an existing home, including

What are the pros and cons of buying new?
What are the pros and cons of buying an existing home?
What financial impact does buying a home have on your financial goals?

and many more!