Latest Portland oregon Podcast Episodes
Balancing Equity Compensation and Life: Tech Professionals 6 of 6
ThimbleberryU - June 24, 2024 13:00 - 17 minutes ★★★★★ - 3 ratingsIn this final episode of our six-part series for tech professionals, we focus on tying together the various aspects of equity compensation. We recap the key points discussed in previous episodes, including ESPPs, RSUs, ISOs, and NQSOs, emphasizing the importance of strategic management to levera...
Five Myths of Retirement Planning
ThimbleberryU - June 10, 2024 13:00 - 21 minutes ★★★★★ - 3 ratingsToday Jag and Amy delve into five common myths surrounding retirement planning. Amy, leveraging her 20+ years of experience as a financial advisor, deconstructs each myth, providing insights grounded in real client interactions. First, they address the myth "I'll spend less in retirement," disc...
NQSOs: Simplifying Equity Comp: Tech Professionals 5 of 6
ThimbleberryU - May 27, 2024 13:00 - 14 minutes ★★★★★ - 3 ratingsToday, Amy Walls and Jag into the world of Non-Qualified Stock Options (NQSOs), a versatile form of equity compensation often offered to tech professionals. In our fifth episode of a six-part series, we explore how NQSOs, despite their simplicity in terms of taxation, require careful planning to...
2024 WHAT Award Winners
We Have A Take: A Portland Trail Blazers Fan Podcast - May 27, 2024 04:58 - 58 minutes ★★★★★ - 19 ratingsTime to announce the most prestigious basketball awards of the year, the 2024 WHAT Awards! Plus: draft lottery reactions, draft night predictions, and no more fiddling around! 5:00 Current Basketball Watching situation 8:05 There is too much fiddling around 10:45 Draft lottery 14:00 GMs sho...
Embracing a Future Phase of Life
ThimbleberryU - May 13, 2024 13:00 - 24 minutes ★★★★★ - 3 ratingsWe dive into a conversation about embracing future life phases today on ThimbleberryU. Amy and Jag discuss the importance of planning for both financial and non-financial aspects of our future. Amy emphasizes the significance of visualizing and imagining the life we want to lead, pointing out th...
WHAT About Robert Williams III and Moses Brown
We Have A Take: A Portland Trail Blazers Fan Podcast - May 09, 2024 01:39 - 1 hour ★★★★★ - 19 ratingsDon’t forget to vote for the WHAT Awards! We’ll keep it open through May 15 2:30 Most of the biggest names are out of the playoffs and the younger superstars are taking over 5:30 Obligatory Josh Hart update 16:00 Timberwolves giving hope to struggling, rebuilding, terrible teams. 20:00 Moses...
2024 WHAT Award Nominees
We Have A Take: A Portland Trail Blazers Fan Podcast - April 29, 2024 14:59 - 1 hour ★★★★★ - 19 ratingsIts that time of the year again! We're wrapping up the Blazers 2023-24 Season with our annual WHAT Awards. Today Rose and Tara announce the nominees --> vote now! https://forms.gle/73PnzzJctJYJgrke9 1:23 When is the proper time for takes? 2:00 Anfernee should ask for a trade 5:00 Players sho...
Mastering ISOs: Tech Professionals 4 of 6
ThimbleberryU - April 22, 2024 13:00 - 14 minutes ★★★★★ - 3 ratingsIn the 4th of our 6-part series for tech professionals,we dive into the world of Incentive Stock Options (ISOs), focusing on how tech professionals can leverage them. Amy Walls from Thimbleberry Financial breaks down ISOs as a form of equity compensation, allowing employees to buy company stock ...
WHAT Are We Going To Remember?
We Have A Take: A Portland Trail Blazers Fan Podcast - April 15, 2024 12:51 - 1 hour ★★★★★ - 19 ratingsBruce Poinsette (https://twitter.com/brucepoinsette) joined us to reflect on the Portland Trail Blazer's 2023-24 season. 3:45 Something to remember 13:00 Something to forget 30:00 Things that exceeded Expectations 43:15 Things that fell short 1:04:00 Start, bench, trade the roster Join us...
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...
WHAT About Ashton Hagans and Dalano Banton
We Have A Take: A Portland Trail Blazers Fan Podcast - April 08, 2024 04:25 - 1 hour ★★★★★ - 19 ratingsIn which we switch up the order of the show and everything goes all to H-E-L-L 2:15 Starting with takes this time. Tara: Blazers are going to have a terrible record again next season. 15:00 Rose: Player comps suck. 25:00 Ashton Hagans 58:50 Dalano Banton 1:25:00 Canadian players coming ...
WHAT Playoffs? A guide to Blazer Cuties Headed to the Post Season
We Have A Take: A Portland Trail Blazers Fan Podcast - March 25, 2024 04:05 - 1 hour ★★★★★ - 19 ratingsThe Portland Trail Blazers are officially out of the playoff race but there are plenty of former Blazers heading to the playoffs! We've got a rundown of all the Blazer Cuties and Blazer Legends we'll be following in the post season. 1:00 Five rookie starters “dominated” by Aaron Gordon. Fun g...
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...
WHAT About Rayan Rupert and Kris Murray
We Have A Take: A Portland Trail Blazers Fan Podcast - March 18, 2024 04:53 - 1 hour ★★★★★ - 19 ratingsWe have a talk about Rayan Rupert and Kris Murray who took two very different paths to the NBA. Plus a Dominupdate on the Blazers big man who is BALLIN’ right now! 2:00 DominAyton Deandre Ayton 7:22 The team is low on shooters and who is the leader? 11:00 Looking more comfortable in his new s...
WHAT About Duop Reath
We Have A Take: A Portland Trail Blazers Fan Podcast - March 11, 2024 05:14 - 1 hour ★★★★★ - 19 ratingsWe are over dunks (okay well Tara is) because they overshadow the art of understated and elegant layups. We are ready to roll with the Chill and Elegant Portland Trail Blazers! This week we also touch on recent wins, what we love about Delano Banton, get a report about family night at the game w...
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...
We Have A Talk with Brenna Greene
We Have A Take: A Portland Trail Blazers Fan Podcast - February 26, 2024 13:45 - 1 hour ★★★★★ - 19 ratings"Blazers Rule, Lakers Drool!" We go way back to the beginning to learn about Brenna Greene's journey, from Blazers Kids Camp attendee, to nun in Sound of Music, to Montana, Reno and Spokane where she was the station's first female sports director. Many fun stories a long the way. Plus we check i...
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...
WHAT Dunk Contest?
We Have A Take: A Portland Trail Blazers Fan Podcast - February 19, 2024 05:46 - 1 hour ★★★★★ - 19 ratingsIt's the All Star break and we have a grab bag of topics to cover including Duop Reath’s new NBA contract, Scoot’s new Cheetos shoes, Adam Silver reassessing the G League Ignite and more! Plus, a history lesson about the NBA Dunk Contest that you probably have never heard about! Shout out to Da...
WHAT Trade Deadline
We Have A Take: A Portland Trail Blazers Fan Podcast - February 12, 2024 05:11 - 1 hour ★★★★★ - 19 ratingsWhat Happens After Trade Deadline? Our friend @catrenzer joined us this week to talk about what's next for the Blazers now that the trade deadline has passed. Cat is a Remix season ticket holder and she has lots of great observations and thoughts about how rookies and young guys are being develo...
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...
We Have A Talk with Kelly Aucoin about Damian Lillard's Return
We Have A Take: A Portland Trail Blazers Fan Podcast - February 05, 2024 13:31 - 1 hour ★★★★★ - 19 ratingsKelly Aucoin returns to the podcast to talk about what he's been up to, Damian Lillard's return and what is the plan for the future? 1:00 NYC Catch-up 6:50 Icebreaker: What would you purchase at Terry Porter's estate sale? 13:10 What shaped Kelly's fandom? 20:10 Sterling Affair: watch for ...
WHAT Awards Mid-Season Check-in: Basketball Should be Fun!
We Have A Take: A Portland Trail Blazers Fan Podcast - January 29, 2024 06:16 - 1 hour ★★★★★ - 19 ratingsWe made up the WHAT Awards to have something to cheer for when maybe the wins are not piling up. Its time to check in and see who are the front runners! Plus we check in before the return of Damian Lillard, talk about how players on this team seem to have more defined roles, and of course, local...
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...
WHAT A Rewind: Jerami Grant and Jabari Walker
We Have A Take: A Portland Trail Blazers Fan Podcast - January 20, 2024 22:46 - 1 hour ★★★★★ - 19 ratings1/20/23 We've been trying to make it work but there is just so much going on, we have not been able to record the past few weeks. So here is a classic episode where we learn about two players who have been playing lights out! In case you missed it the first time around or if you want to list...
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,...
WHAT About 2023 "I felt nothing and it was weird"
We Have A Take: A Portland Trail Blazers Fan Podcast - January 01, 2024 01:42 - 1 hour ★★★★★ - 19 ratingsWe’re getting ready for 2024 by counting down 2023! 3 things to remember 2 things to forget 1 thing to look forward to 1:30 New York trip coming up 5:00 Jabari Walker City Edition Jersey To remember: 9:45 Jusuf Nurkic saga ended well 16:00 March 22, Blazers defeat Jazz 21:45 Josh Hart...
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...
WHAT About Toumani Camara
We Have A Take: A Portland Trail Blazers Fan Podcast - December 18, 2023 05:19 - 1 hour ★★★★★ - 19 ratings1:00 When your dad becomes a Joel Embiid fan 4:00 We don't think about the Bucks 7:00 In season tournament conspiracies and ideas for the future 14:00 Thoughts on the return of injured players: Deandre Ayton, Malcolm Brogdon, Anfernee Simons and Jerami Grant 27:00 Some early WHAT Award conte...
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...