Press

Podcast appearances

Speaking engagements

Presentation library

Financial Foundations

• 3 questions that will change your relationship with money (slides)
• The 5 pillars of financial literacy (slides)
• How to improve your relationship with money
• Master your cash flow
• How to automate your cash flow without losing control
• How much cash should you really keep on hand?
• Where to stash money you’ll need soon

Benefits, Compensation & Career Milestones

• How to maximize employee benefits
• What changes when you hit Director, VP, or SVP?
• Executive compensation 101
• How to read and evaluate your executive compensation
• RSUs demystified: How vesting, taxes and selling really work
• What to do with a giant bonus check (before you blow it)

Saving, Investing & Building Wealth

• Saving & investing strategies
• Forgotten 401(k)s: What to do with your old retirement accounts
• How to build generational wealth using the 529 to Roth IRA transfer rule
• How to have a side hustle that doesn’t derail your dreams

Tax & Risk Planning

• Lifetime tax planning
• Minimize risk

Estate & Legacy Planning

• Plan your estate
• Preserve your wealth
• Giving & gifting strategies

Career & Life Transitions

• Prepare for major life events
• Going solo: Business formation for music executives (slides)
• What to do before and after a layoff
• Your child’s financial life: What most parents miss
• Financial planning for parents: What to prioritize and what can wait (slides)