ThimbleberryU

ThimbleberryU

Por: Amy Walls
Financial planning is all about vision - what do you want for the rest of your life? Amy Walls of Thimbleberry Financial helps clients paint that picture every day. And it's what we will do in this podcast.
151 episodios disponibles

Latest episodes of the podcast ThimbleberryU

10 Lessons from 10 Years at Thimbleberry Financial 12/01/2026
Choosing Between Tech Companies 22/12/2025
Caring for Aging Parents While Planning Your Own Retirement 08/12/2025
Why It Feels Like Everyone Has More Money 24/11/2025
RSUs in 2025 Explained 10/11/2025
T-Bill Myths on Social Media 27/10/2025
Money Habits That Stick - Gamifying Savings (Part 2) 13/10/2025
Money Habits That Stick- Gamifying Savings (Part 1) 22/09/2025
The Tax Return Mistake That Undermines a Backdoor Roth Strategy 08/09/2025
Estimated Taxes — What They Are Why They Matter and How to Handle Them 25/08/2025
Estate Planning Pitfalls and How To Avoid Them (Part 2) 11/08/2025
Estate Planning Pitfalls And How To Avoid Them (Part 1) 28/07/2025
HealthCare: Preparing Financially for Career Burnout 14/07/2025
Equity Compensation - How and When To Walk Away 23/06/2025
She Will Outlive You: Stop Putting Off The Conversation 09/06/2025
What Makes a Financial Plan Work - And What Gets In The Way 26/05/2025
What To Do When Someone Dies 12/05/2025
What is an 83(b) Election? 28/04/2025
Navigating Family Conversations About Aging and Finances 14/04/2025
The Thimbleberry Virtual Experience 24/03/2025
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