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ThimbleberryU

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.

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171 Folgen

  1. What Should I Do With My Old 403(b)s When I Change Hospitals? 23:34
  2. Should I Leave Unvested RSUs For A New Job? 20:01
  3. Should I Annuitize my 403(b) When I Retire? 19:27
  4. How Do I Recover the AMT Credit After Exercising ISOs? 15:55
  5. Do I Need a Financial Advisor If I Already Have a CPA? 16:28
  6. Should I Pay Off My Mortgage or Invest When Interest Rates Are High? 20:14
  7. When Can I Retire? Academic Healthcare Professionals 12:48
  8. "Set It and Forget It" or Just Forgetting It? 13:08
  9. Reducing Chaos for the People You Love 20:41
  10. What Do Giant IPOs Like SpaceX Mean For Your Portfolio? 10:19
  11. Beyond the Paycheck: Building Wealth When You’re Already Comfortable 18:26
  12. The Hidden Costs Of Doing Nothing 19:45
  13. Aging Gracefully in Tech 18:51
  14. When One Partner Retires First 18:34
  15. Employee Stock Purchase Plans - Are They Worth The Effort? 17:08
  16. The Tax Time Bomb In Your Retirement Accounts 21:04
  17. Tax Time Stress Test- Proactive Planning for Equity and Bonuses 20:38
  18. ThimbleberryU 153 - Confidence Under Uncertainty for Healthcare Professionals 12:23
  19. Tech Burnout Blueprint: Aligning Money With Mental Health 19:56
  20. The Shift From Saver to Spender - Transitioning Into Retirement 19:04
  21. 10 Lessons from 10 Years at Thimbleberry Financial 12:54
  22. Choosing Between Tech Companies 17:37
  23. Caring for Aging Parents While Planning Your Own Retirement 13:43
  24. Why It Feels Like Everyone Has More Money 12:19
  25. RSUs in 2025 Explained 17:37
  26. T-Bill Myths on Social Media 10:28
  27. Money Habits That Stick - Gamifying Savings (Part 2) 14:46
  28. Money Habits That Stick- Gamifying Savings (Part 1) 12:53
  29. The Tax Return Mistake That Undermines a Backdoor Roth Strategy 17:42
  30. Estimated Taxes — What They Are Why They Matter and How to Handle Them 16:34
  31. Estate Planning Pitfalls and How To Avoid Them (Part 2) 12:07
  32. Estate Planning Pitfalls And How To Avoid Them (Part 1) 14:34
  33. HealthCare: Preparing Financially for Career Burnout 17:38
  34. Equity Compensation - How and When To Walk Away 19:52
  35. She Will Outlive You: Stop Putting Off The Conversation 12:04
  36. What Makes a Financial Plan Work - And What Gets In The Way 18:20
  37. What To Do When Someone Dies 18:28
  38. What is an 83(b) Election? 13:37
  39. Navigating Family Conversations About Aging and Finances 17:22
  40. The Thimbleberry Virtual Experience 17:01
  41. Creating Income and Legacy - A Case Study 18:29
  42. NIH Funding Changes and Job Security 19:44
  43. Why Amy Does What She Does 18:14
  44. Why a HELOC is NOT A Cash Reserve 13:30
  45. Tricks to Make 2025 Your Most Financially Successful Year Yet 15:34
  46. Teaching Kids Financial Responsibilty, Part 2 15:32
  47. Teaching Kids Financial Responsibility, Part 1 17:12
  48. Navigating an Early Retirement Offer 16:33
  49. Building Intergenerational Wealth 16:46
  50. Investment Advice vs Financial Advice 15:52