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Can't Take It With You

Jan 14, 2022

Meg Bartelt, founder of Flow Financial Planning, joins us to discuss a method for weaving employer stock into personal financial planning.
  • Trends in employer stock plans
  • What are you actually getting from your employer?
  • The simplest way to get your head around buy/sell decisions
  • What type of analysis is most...


Jan 8, 2022

Matt and Kevin delve into the wild west of cryptocurrency: NFTs.
  • What the heck is an NFT?
  • How does this relate to Bitcoin and Ethereum?
  • What are the current uses of NFTs?
  • What is the hope of NFTs in the future?
  • How do you actually buy an NFT?
  • How to deal with risks and scams
  • Investment characteristics of NFTs