Our latest POSTS

Three physicians. Three very different financial questions. In this episode, we unpack real scenarios from high-income earners navigating career growth, variable income, and burnout. First, we address retirement planning for […]

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.