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

Mostrando página 2 de 8

Creating Income and Legacy - A Case Study 10/03/2025
NIH Funding Changes and Job Security 24/02/2025
Why Amy Does What She Does 10/02/2025
Why a HELOC is NOT A Cash Reserve 27/01/2025
Tricks to Make 2025 Your Most Financially Successful Year Yet 13/01/2025
Teaching Kids Financial Responsibilty, Part 2 23/12/2024
Teaching Kids Financial Responsibility, Part 1 09/12/2024
Navigating an Early Retirement Offer 25/11/2024
Building Intergenerational Wealth 11/11/2024
Investment Advice vs Financial Advice 28/10/2024
Retirement Myths Debunked, Part 2 14/10/2024
Retirement Myths Debunked, Part 1 23/09/2024
Lump Sum Investing vs Dollar Cost Averaging 09/09/2024
Making More and Better Decisions 26/08/2024
Is Your Portfolio Too Concentrated? 12/08/2024
Safeguarding Senior Finances 22/07/2024
Retirement Distributions: A Case Study 08/07/2024
Balancing Equity Compensation and Life: Tech Professionals 6 of 6 24/06/2024
Five Myths of Retirement Planning 10/06/2024
NQSOs: Simplifying Equity Comp: Tech Professionals 5 of 6 27/05/2024
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