The All-In Podcast

Comprised of four poker-playing, wine-drinking, ball-busting besties, the All-In Podcast is the most cerebral podcast going right now. What do you get when you put four poker buddies on a Zoom call, who also happen to be successful technology entrepreneurs and investors, and like to talk trash to each other? The All-In Podcast Whether you’reContinue reading “The All-In Podcast”

Personal Finance 101

Running your personal finances like a business will help you get organized, reduce stress and ensure you’re prepared for whatever the future holds. KISS Step 1 – Create Your Income Statement Step 2 – Create Your Balance Sheet Step 3 – Establish Your Goals Yep, there’s an App for That Hiring a Professional Summary KISSContinue reading “Personal Finance 101”

Flexible Spending Accounts

Flexible spending accounts (FSA’s) – also known as flexible spending arrangements – allow you to pay for medical bills or childcare expenses on a pre-tax basis. What is an FSA? A flexible spending account (FSA) is a pre-tax account deducted from payroll that you can use for qualified medical or childcare expenses. FSA’s are aContinue reading “Flexible Spending Accounts”

I Bonds – The Best Investment Value Right Now

I Bonds are U.S. savings bonds that earn interest based on a combination of a fixed rate and an inflation rate. Introduction to I Bonds I Bond Rates How Do You Buy I Bonds? Pros and Cons of I Bonds I Bonds vs EE Bonds vs TIPS Conclusion Introduction to I Bonds First issued inContinue reading “I Bonds – The Best Investment Value Right Now”

What is an Accredited Investor?

Accredited investors are high-net-worth individuals with the financial means and/or experience to invest in riskier, private securities. Overview Accredited Investor Criteria How Many Accredited Investors are there in the U.S.? History & Background How Big is the Private Market? How Do You Become an Accredited Investor? Qualified Client & Qualified Purchaser Conclusion Overview An accreditedContinue reading “What is an Accredited Investor?”

Top 10 Insurance Designations

Even though they all dress alike, not all insurance agents are created equal. When you choose an agent make sure to consider their professional designations. We created a Top 10 List of Insurance Agent Designations so you can make an educated decision when choosing an agent. 1. CPCU – Chartered Property Casualty Underwriter This is arguably the most comprehensiveContinue reading “Top 10 Insurance Designations”