If you're in healthcare or academia and retirement is coming into view, you've probably gotten a form asking whether you want to annuitize your...
If you're in tech and exercised incentive stock options, you may have discovered that holding the shares can trigger Alternative Minimum Tax, even...
If you’re in healthcare or academia and you already have a CPA, it’s easy to assume your tax and financial picture is fully covered. It isn’t, and...
Higher mortgage rates quietly changed the math on one of the most argued questions in personal finance. If you’re in tech, with a mortgage, RSUs,...
This episode focuses on a question that follows many professionals in academic medicine, healthcare, and research: "Can I actually retire?" Jon Gay...
In this episode of ThimbleberryU, we talk about the difference between simple investing and ignoring your portfolio. This is especially for those of...
In this episode of ThimbleberryU, you'll hear why reducing chaos for the people you love is one of the most practical and caring financial steps you...
In this episode of ThimbleberryU, we talk about what a giant IPO like SpaceX could mean for a personal investment portfolio. The conversation starts...
In this episode, we talk about what it means to move beyond simply earning a strong paycheck and start building wealth with real intention,...
Today, we look at a financial risk that is easy to ignore because it does not feel urgent in the moment: the cost of doing nothing. In this episode,...
delivered to your inbox
"*" indicates required fields