In our family's experience, how much we spend on vacation has nothing to do with how much fun we have or the #memories we make. Some of the least grandiose are the trips we still talk about most. 🤔

Andy MardockJune 16, 2023Videos, Financial Planning

How Will AI Change Financial Planning?

The world can't stop talking about AI. But what does it mean for how you do your financial planning?

Andy MardockMay 30, 2023Videos, Financial Planning, Technology

Netflix Stock Dropped by 35% Today

Netflix stock (NFLX) dropped by 35% today. What valuable lessons can be gleaned from this about the impact of concentration on net worth? Find out in the video below.

Andy MardockApril 20, 2022Company Stock, Equity Compensation, Stock Options, Restricted Stock / RSUs

8 Steps to Plan for an Initial Public Offering (IPO)

Your company is going public…now what?? In this video, Andy shares eight steps to prepare for your company’s initial public offering (IPO).

Andy MardockDecember 6, 2021Company Stock, Equity Compensation, Restricted Stock / RSUs, Stock Options

6 Steps for Evaluating Company Stock Sales at Year-End

Wondering if you should be doing anything with your company stock by the end of the year? This video shares a 6-step process to help with that decision.