HeyJaredThe Abundance Mindset
Real, transparent conversations about key financial planning topics. We don't like industry jargon or hidden fees / hidden agendas, so we're here to level up your financial IQ and provide you the resources you need to make wise decisions for yourself and those close to…
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
Own Too Much of One Stock? Strategies for Concentrated Stock Positions (opens the original)
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: Have you spent years accumulating company stock only to realize that selling it could trigger a massive tax bill? For many professionals, RSUs, options, and employee stock purchase plans can quietly grow into a concentrated position that creates both opportunity and risk. The stock has performed well, but now a significant portion of your net worth may be tied to a single company, and diversifying could come with substantial capital gains taxes. In this episode of The Abundance Mindset , we di
The RSU Tax Trap: Why Withholding Isn't a Strategy (opens the original)
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If you receive RSUs, stock options, or ESPP shares as part of your compensation, tax withholding may be covering the bill, but it isn't necessarily optimizing your financial strategy. In this episode of The Abundance Mindset , Ben and Allison explain why equity compensation requires more than just withholding taxes and how high earners can build a financial operating system that coordinates tax planning, investment decisions, and long-term wealth building. In today's episode, Ben and Allison bre
Why Smart Financial Plans Can Still Fail (opens the original)
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A financial plan is only valuable if it is documented, updated, and implemented with discipline. In this episode of The Abundance Mindset, Allison and Ben explain why proactive financial planning matters for high-earning professionals, equity-compensated employees, and business owners whose financial lives are too dynamic for a once-a-year review. We discuss the difference between academically good strategy and operationally effective planning. ⏱️ TIMESTAMPS 00:00 Intro 00:54 Summer Studio Catch
Finfluencers vs. Regulated Professionals: How to Spot Real Financial Signal (opens the original)
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Has "Hot Take" culture diluted good financial insights? Absolutely. Our latest podcast episode digs into the value of information communicated by regulated financial professionals - and why the hottest take is rarely the best take. Need better voices in your algorithm? Susbcribe to our YouTube channel and Podcast! ⏱️ TIMESTAMPS 00:00 Too Good To Be True 00:46 Why "Boring" Wins 01:42 Signal Versus Noise 02:50 What "Finfluencers" Are 03:43 What "Regulated Professional" Means 04:55 Compliance Stand
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