We discuss how to select investments and important considerations for maximizing the benefit of this tax advantaged account.

Max Finance

32: 401(k) overview

We discuss employee stock purchase plans (ESPP), how they work and how to optimize your participation in one.

34: Employee stock purchase plans (ESPP)

We discuss how to best prepare for a recession and navigate through it.

33: Recessions

We discuss the basics of buying a house including saving for a down payment, setting a budget and understanding the true costs.

31: Tips for buying a house

We discuss college planning and what items you should consider when saving specifically for this goal.

30: College Planning

We discuss what you should think about financially when preparing to have a child.

29: Preparing for a Child

We discuss how to get started in crypto and how much you should invest in it.

28: Cryptocurrency: An overview and guide to owning it

We explain what rebalancing and tax loss harvesting is and how to do it to maximize your investment returns.

27: Rebalancing and tax loss harvesting

Hear how we’ve made past decisions to buy or rent our homes.

26: Renting vs buying a home: Our stories

We discuss the pros and cons of buying vs renting and why it’s not always the best idea to assume you should buy a home.

25: Renting vs buying a home: Overview

Investimentos

Negócios

Welcome to the Max Finance Podcast, where a certified financial planner and a personal finance geek discuss how to make intentional decisions that maximize your money and achieve your goals. Hosted by Loren Heiman and George Galat, CFP. 

We’d love to hear from you. Send feedback to feedback@maxfinance.com or email us directly at george@maxfinance.com and loren@maxfinance.com

32: 401(k) overview

Max Finance

Mais episódios de "Max Finance"

34: Employee stock purchase plans (ESPP)

33: Recessions

32: 401(k) overview

31: Tips for buying a house

30: College Planning

29: Preparing for a Child

28: Cryptocurrency: An overview and guide to owning it

27: Rebalancing and tax loss harvesting

26: Renting vs buying a home: Our stories

25: Renting vs buying a home: Overview