The questions people actually ask about their money.
You don't need to know the financial terminology. Start with the question that's already on your mind. I'll give you the straightforward answer, explain what could change that answer and show you what I'd be thinking about if we were sitting across the table from each other.
Business Owners
Questions about cash, building wealth outside the business, and preparing for a future sale.
What should I do with excess business cash?
Read the answer →How much cash should I keep in my business?
Read the answer →How do business owners build wealth outside their business?
Read the answer →How do I turn business wealth into personal wealth?
Read the answer →How much of my net worth should be tied to my business?
Read the answer →What should I do before selling my business?
Read the answer →What should I do with the money after selling my business?
Read the answer →What is QSBS and could it reduce taxes when I sell my business?
Read the answer →Retirement
Questions about turning accumulated wealth into spending, income, flexibility and a retirement you can actually enjoy.
Company Stock & Concentrated Wealth
Questions for people whose success has created a large position in one stock, company or business.
I have too much company stock. What should I do?
Read the answer →Should I sell my company stock?
Read the answer →How much of my portfolio should be in one stock?
Read the answer →What is NUA and when should I consider it?
Read the answer →Should I diversify my company stock all at once or over time?
Read the answer →How can I reduce taxes when selling a large stock position?
Read the answer →Should I donate appreciated stock instead of cash?
Read the answer →How much of my net worth should be tied to my business?
Read the answer →Structured Notes
Plain-English answers about how structured notes work, where they can fit, and the risks and tradeoffs worth understanding first.
What is a structured note?
Read the answer →Should I add structured notes to my portfolio?
Read the answer →Can I lose money in a structured note?
Read the answer →What does downside protection mean in a structured note?
Read the answer →How do structured notes generate income?
Read the answer →What is a buffered structured note?
Read the answer →What is a barrier structured note?
Read the answer →How liquid are structured notes?
Read the answer →What happens if the issuer of a structured note fails?
Read the answer →How are structured notes different from ETFs?
Read the answer →Are structured notes worth it?
Read the answer →How do I invest in structured notes?
Read the answer →Where can I buy structured notes?
Read the answer →How do I find an advisor who understands structured notes?
Read the answer →What should I look for before buying a structured note?
Read the answer →Taxes & Investing
Questions about cash, taxes and whether the money you have accumulated is positioned intentionally.
Financial Transitions
Questions that tend to show up when life changes and several financial decisions arrive at once.
Have a question you don't see answered here?
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