Latest Leber Podcast Episodes
Choosing Funds in a 401k or 403b Account
ThimbleberryU - April 08, 2024 13:00 - 18 minutes ★★★★★ - 3 ratingsToday, we dive into the complexities of choosing funds in employer-sponsored retirement plans like 401(k)s and 403(b)s. Amy Walls from Thimbleberry Financial breaks down common misconceptions and essential strategies for fund selection. She clarifies that not all funds are created equal, debunki...
RSUs and Streamlining Wealth Building: Tech Professionals 3 of 6
ThimbleberryU - March 18, 2024 13:00 - 13 minutes ★★★★★ - 3 ratingsWe dive into the world of Restricted Stock Units (RSUs) in this episode, focusing on their role in equity compensation for tech professionals. RSUs are a form of stock option that grants ownership in a company's stock once vested, according to a predetermined schedule. This vesting schedule is c...
Do I Change The Investments in My Inheritance?
ThimbleberryU - March 04, 2024 14:00 - 20 minutes ★★★★★ - 3 ratingsIn our latest Thimbleberry U episode, we dive into inheriting investments.. Amy starts by differentiating between account types and actual investments. She focuses on the importance of the holdings in an account. Amy explains tax implications of inheriting investments, especially the step-up in...
How to Maximize your ESPP: Tech Professionals 2 of 6
ThimbleberryU - February 19, 2024 14:00 - 13 minutes ★★★★★ - 3 ratingsIn our latest episode of ThimbleberryU, Jag and I continue our six-part series focused on the tech sector. We delve into Employee Stock Purchase Plans (ESPPs), a topic particularly relevant to our tech professional listeners. An ESPP is a program allowing employees of public companies to buy com...
Roth Account Tricks for High Earners
ThimbleberryU - February 05, 2024 14:00 - 17 minutes ★★★★★ - 3 ratingsIn this episode of Thimbleberry U, Jag and Amy Walls from Thimbleberry Financial delve into the intricacies of Roth accounts for high-income earners. Amy begins by explaining the basics of Roth IRAs and their appeal to high-income individuals, particularly due to their tax-free growth and distri...
Unlocking Your Equity Compensation: Tech Professionals 1 of 6
ThimbleberryU - January 22, 2024 14:00 - 15 minutes ★★★★★ - 3 ratingsIn this episode of Thimbleberry U, Jag and Amy Walls from Thimbleberry Financial discuss the unique financial challenges faced by tech professionals, particularly focusing on equity compensation. The episode is the first in a six-part series dedicated to addressing the financial needs of tech pr...
Celebrating Success
ThimbleberryU - January 08, 2024 14:00 - 9 minutes ★★★★★ - 3 ratingsJag and Amy discuss the importance of celebrating financial milestones and the psychological benefits of doing so. Amy emphasizes that acknowledging financial achievements, such as reaching a significant net worth, completing estate planning, paying off a mortgage, or achieving retirement goals,...
Healthcare Professionals 6 of 6: Your Legacy Doesnt Go With You
ThimbleberryU - December 18, 2023 14:00 - 15 minutes ★★★★★ - 3 ratingsIn this final episode of ThimbleberryU's six-part series, Jag and Amy delve into the critical topic of legacy and estate planning for healthcare professionals. Amy points out the potential disputes and uncertainties that can arise without proper planning, as seen in the cases of Prince and Aret...
Financial Planning AND Weatlh Management - Why Both?
ThimbleberryU - December 04, 2023 14:00 - 13 minutes ★★★★★ - 3 ratingsWelcome to episode 100 of ThimbleberryU, where we're diving into the integration of financial planning and wealth management at Thimbleberry Financial. Amy and Jag are also reflecting on the journey of the podcast over the past four years. Amy emphasizes the importance of combining financial pl...
Healthcare Professionals 5 of 6: Protect Yourself and Your Family
ThimbleberryU - November 27, 2023 14:00 - 15 minutes ★★★★★ - 3 ratingsToday, we're delving into a crucial topic as part five of our series on healthcare professionals – protecting your assets and your family. Amy explains that protection isn't just about insurance, although that's a significant part of it. It encompasses various forms of insurance like life insur...
Little Known Secrets of Incentive Stock Options
ThimbleberryU - November 13, 2023 14:00 - 16 minutes ★★★★★ - 3 ratingsFor many of Thimbleberry Financial's clients in the startup and tech communities, Incentive Stock Options, or ISO's, are a hot topic. Today, Amy Walls and Jag break them down. Simply put, an ISO is a type of employee stock option that comes with tax advantages. No income tax is due when opti...
Healthcare Professionals 4 of 6: The Tax Prescription
ThimbleberryU - October 23, 2023 13:00 - 17 minutes ★★★★★ - 3 ratingsIn the fourth of our six-part series specifically for Healthcare Professionals, Amy Walls of Thimbleberry Financial gets into the tax complexities facing those in this field. These factors can include higher income, sometimes from multiple sources (and across borders), capital gains, and even t...
Planning for a 6 Month Break Between Jobs
ThimbleberryU - October 09, 2023 13:00 - 16 minutes ★★★★★ - 3 ratingsIn this episode of ThimbleberryU, Amy Walls and Jag delve into the intricacies of preparing for a six-month break between jobs. Amy's insights shed light on assessing financial situations, emphasizing the importance of building a solid foundation based on savings, investments, debts, and monthly...
Healthcare Professionals 3 of 6: Your Investments Are Medicine
ThimbleberryU - September 25, 2023 13:00 - 24 minutes ★★★★★ - 3 ratingsIn part 3 of our 6-part series for Healthcare workers, Amy Walls emphasizes the importance of diversification and asset allocation in building a well-rounded portfolio. This is especially true for those in the medical profession who may have higher-than-average salaries. There are many tax comp...
The 50-30-20 Budgeting Rule
ThimbleberryU - September 11, 2023 13:00 - 21 minutes ★★★★★ - 3 ratingsCreating a budget can seem like an insurmountable task, but today Amy Walls of Thimbleberry Financial introduces us to a basic concept that can get you started: The 50-30-20 rule. 50% of your budget goes to necessities, 30% goes to wants, and 20% goes to savings. Naturally, the first step is...
Healthcare Professionals 2 of 6- Planning for the Long Haul
ThimbleberryU - August 28, 2023 13:00 - 11 minutes ★★★★★ - 3 ratingsIn this episode, Amy Walls discusses retirement planning for healthcare professionals, specifically physicians. She highlights the need for smart money management skills, as many physicians are not saving enough for retirement. Amy explains the different retirement plans available to healthcare ...
Be Your Own Super Hero After A Data Breach
ThimbleberryU - August 14, 2023 13:00 - 20 minutes ★★★★★ - 3 ratingsMore and more often, we are hearing about data breaches and hacks in the news. Often times, your personal identifying information, or PII, may be compromised or leaked through no fault of your own. And while this can be a serious matter, Amy Walls and Jag are going to have some fun today - expl...
Healthcare Professionals 1 of 6: Assessing Financial Health
ThimbleberryU - July 24, 2023 13:00 - 21 minutes ★★★★★ - 3 ratingsJag is back and joins Amy Walls of Thimbleberry Financial for the first of a 6 part series on finances for healthcare professionals. Today they focus on three key areas: cash reserves, debt management, and cash flow. Healthcare workers often find it more stressful to manage their finances compa...
Conducting a Beneficiary Review
ThimbleberryU - July 17, 2023 13:00 - 15 minutes ★★★★★ - 3 ratingsThis might be one of the most important episodes of ThimbleberryU. Amy Walls with her vast experience will discuss how to conduct a beneficiary review focusing on the importance of designating beneficiaries for your accounts to ensure the smooth transfer of assets upon the account holder's deat...
S&P 500 – It’s Not a Diversified Portfolio
ThimbleberryU - July 10, 2023 13:00 - 16 minutes ★★★★★ - 3 ratingsIn this episode Amy Walls talks about the S&P 500, the stock market index that measures the performance of 500 large companies listed on the US stock exchanges. She’ll break down how diversification reduces investment risks and increases returns compared to solely relying on the S&P 500, and th...
Executing a Backdoor Roth
ThimbleberryU - June 12, 2023 13:00 - 13 minutes ★★★★★ - 3 ratingsThis time Amy helps us understand Roth IRAs and executing a backdoor Roth. She explains how they work, who the strategy is for, and the steps needed to properly execute a backdoor Roth IRA. More importantly she discusses the need for Form 8606 filing, and some of the pitfalls someone may find th...
Navigating Personal Finances as a Tech Executive
ThimbleberryU - May 22, 2023 13:00 - 17 minutes ★★★★★ - 3 ratingsWe are diving into the mail bag for this episode. Email and letters from those who need answers involving navigating personal finances as a Tech Executive. Amy will answer a variety of questions like how much should one save for retirement and how to minimize tax liability while maximizing in...
The Retirement Trifecta: Income, Assets, Expenses
ThimbleberryU - May 08, 2023 13:00 - 12 minutes ★★★★★ - 3 ratingsThis episode is essentially about balance. The Retirement Trifecta is the internal language financial advisors’ use when explaining how a successful retirement plan needs a balance of assets, income, and expenses. Amy will discuss how advisors work for you: It’s not an off the shelf solution. Ea...
Which Advisor is a Fiduciary?
ThimbleberryU - April 24, 2023 13:00 - 9 minutes ★★★★★ - 3 ratingsIn this episode, Amy Walls discusses the importance of understanding fiduciary standards in financial services and how to choose a financial advisor who is legally obligated to always act in the best interest of their clients. We also discuss the three types of financial professionals: fee-only,...
Thinking Through a New Mortgage with Higher Interest Rates
ThimbleberryU - April 10, 2023 13:00 - 10 minutes ★★★★★ - 3 ratingsThinking of buying a house? Soon? Now is the best time to have an expert on your side when making such a life-changing investment. Amy Walls has solid information to help you navigate this new higher interest rate environment. She also explains the phrase heard a lot these days: Marry the hou...
S2 LYL Solo Ep: Expansion, Ideation- EmBODY, Sundari, Anchor & Lead Updates and Q&A
Live Your Light - April 07, 2023 20:39 - 24 minutes ★★★★★ - 21 ratingsWelcome to the Live Your Light Show! We are all about being customer-centric over here, so this ep is all about answering your questions. These are questions I received this week and I loved creating this ep for you. If you have any questions about ANYTHING I’m working on etc, send me a messag...
The Quantum CODE to Drive You Towards Anything You Want in Life
Live Your Light - April 01, 2023 21:49 - 31 minutes ★★★★★ - 21 ratingsCreating the life you desire is closer than you think. In this Solo episode, Emily shares the Quantum CODE to get you activating new thoughts, behaviors, and deep-rooted beliefs with the use of the Quantum 5D method (that has only been shared with her intimate inner circle until now) to offer y...
Taxation of RSUs
ThimbleberryU - March 27, 2023 13:00 - 13 minutes ★★★★★ - 3 ratingsThis time Amy discusses what you need to know about taxation of RSUs (Restricted Stock Units). Restricted Stock Units are a way a company can compensate an Employee that isn’t cash and ties that employee’s future income (from the RSUs) to company performance and longevity with the company. It’s ...
Structure Cash
ThimbleberryU - March 13, 2023 13:00 - 12 minutes ★★★★★ - 3 ratingsThis episode is all about organizing and allocating cash for greater growth. What cash are we talking about? What cash could or should be structured? Amy Walls will walk you through where, when and how to structure cash, and just as importantly, when not to. Thimbleberry Financial is f...
The Quantum 5D Method to Shift Any Situation in Your Favor
Live Your Light - March 03, 2023 22:25 - 21 minutes ★★★★★ - 21 ratingsWondering how to shift your vibration? In this Solo episode Emily shares her Quantum 5D method (that has only been shared with her intimate inner circle until now) to offer you a simple yet profound way to shift your vibration to create more desired results in your life & business. This is n...
Related Leber Topics