The Abundance Mindset

As the title suggests, there are a lot of ways to handle stock options. In this episode, we'll break down how stock options work and the real strategies we help clients employ. We also share some of the variables you should weigh as you determine how best to handle your equity compensation. Ready to level up your equity comp plan? Let's dive in.🎯 RESOURCES FROM THIS EPISODE:Take our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactVisit our website to request a complimentary consultation: https://www.abundancewm.comWatch the full episode on YouTube: https://youtu.be/Conv6StOuI0DISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

Tax Cuts Made Permanent: What the 2025 Bill Means for Roth Conversion Strategies & Ongoing Tax PlanningLast summer, the “One Big Beautiful Bill Act” made the Tax Cuts and Jobs Act federal tax brackets permanent, extending the current rates and removing the expected 2026 increase. Today we discuss how this extension gives planners more runway (not a reason to stop), how it changes the pacing of strategies like Roth conversions, and why tax planning should be updated annually as income, markets, and legislation shift.📌 RESOURCESVisit our website to request a complimentary strategy assessment: https://www.abundancewm.comDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

Does your financial plan have the same flexibility you want your life to?In this episode, we delve into the importance of not just planning for basic financial stability, but also planning for a comfortable and flexible lifestyle in your retirement years. We discuss the variables that impact financial planning, stress testing for potential economic factors, and how an individualized lifestyle buffer can provide peace of mind.📌 RESOURCESVisit our website to request a complimentary consultation: https://www.abundancewm.comDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

What's the best way to bulletproof a financial plan? In our methodology, we model 1,000 scenarios of things going wrong to make sure we're deeply understanding the most impactful action steps for our clients.Join us for a deep dive into how we model our plans. We'll also share some real life stories of how this planning approach has helped our clients.📌 RESOURCESVisit our website to request a complimentary consultation: https://www.abundancewm.comDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

Maximize Your Retirement Flexibility with Roth: Key Strategies & Real-Life ExamplesDiscover how Roth dollars offer incredible flexibility in your financial plan. Many people know that Roth dollars grow tax free and are withdrawn tax free, but few people realize just how many ways this concept can be used to benefit a retirement plan. We share strategies, discussing how Roth IRAs can help minimize healthcare premiums and optimize tax brackets, and then apply these concepts to actual client stories.📌 RESOURCESVisit our website to request a complimentary consultation: https://www.abundancewm.comDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

Maximum Efficiency: 3 Essential Planning Concepts for High Income Earners.In this episode of The Abundance Mindset Podcast, we explore three core planning concepts critical for high-income professionals and families looking to optimize their financial future. We analyze the importance of a fully optimized 401(k), intentional tax planning, and careful equity compensation management. Learn how these elements can work together to enhance your financial efficiency and provide peace of mind. Whether you're dealing with RSUs, stock options, or looking to optimize your 401(k), this episode offers valuable insights and actionable steps to elevate your financial planning.📌 RESOURCESTake our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8 Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contact Visit our website to request a complimentary consultation: https://www.abundancewm.comDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

The Essential Checklist for High-Income Earners: Maximize Your Financial EfficiencyWelcome to The Abundance Mindset Podcast! In this episode, we discuss the high income earner checklist, focusing on common financial patterns and mistakes. We dive into 401(k) maximization strategies, tax planning, cash flow systems, and more, providing questions and insights to help you optimize your financial decisions as your income grows. Not personalized advice, but a great starting point for thoughtful financial planning.📌 RESOURCESDownload our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactVisit our website to request a complimentary consultation: https://www.abundancewm.com🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/kWD1LXu3pUE DISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

Are you being sold or served? Financial Planning vs. Financial Products. In this episode, we delve into the critical differences between buying a genuine financial plan and being sold a financial product: We discuss personal experiences and client stories to illustrate how the financial industry often conflates financial advising with product sales, sometimes to the detriment of consumer interests.We also explore the importance of understanding business models, paying directly for advice, and recognizing signs that you may be steered toward products instead of comprehensive planning.We wrap up with tips on making informed decisions and resources for further guidance.🎯 RESOURCES FROM THIS EPISODE:Visit our website to request a complimentary consultation: https://www.abundancewm.comDownload our free Financial Advisor Interview Guide here: https://drive.google.com/file/d/1QmqFiI1sqeT1Gh8xvV0Wpl7CrytDYg_c/view?usp=sharing🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/BIs76BrgNXQ Hosted on Acast. See acast.com/privacy for more information.

Trump Accounts are a brand new acconut type for children that has been created as a part of the recent 2025 One Big Beautiful Bill. But what are they really, and how do they compare to other accounts you can open for children? In this episode, Ben and Allison cut through the noise to explain how these accounts function, where they fit in a financial plan, and who might actually benefit.In today’s episode of The Abundance Mindset, you’ll learn:•What the Trump Accounts are and why they were introduced•How they compare to existing accounts for children•Tax implications and planning opportunities•Who should consider them (and who might not need them)•Smart steps to take before deciding if they fit into your strategyVisit our website to request a complimentary consultation to see if Trump Accounts make sense in your personal financial strategy: https://www.abundancewm.comDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

HSAs in 2026: legislative changes you need to know. This episode explores the recent changes brought about by the One Big Beautiful Bill affecting Health Savings Accounts (HSAs) in 2026 and beyond. We delve in for a breakdown of what's new, what's staying the same, and why HSAs remain a unique tool in financial strategies.🎯 RESOURCES FROM THIS EPISODE:Visit our website to request a complimentary consultation: https://www.abundancewm.com🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube (https://youtu.be/V6DGIEX1ehc)DISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

In this special episode of the Abundance Mindset Podcast, we focus on financial planning strategies specifically for Meta employees. We delve into optimizing the Meta 401k, including tax-efficient contributions and strategic investment selections. We also explore the nuances of handling Restricted Stock Units (RSUs) and their tax implications. To wrap up, we highlight Meta's other generous benefits like health savings accounts and long-term disability coverage.📌 RESOURCESDownload our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactVisit our website to request a complimentary consultation: https://www.abundancewm.com🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/3ccYEcSwlHM DISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

Is your 401(k) working efficiently for you, or are you making one or more of the common mistakes we see? From misunderstanding pre-tax and Roth options to the inefficiencies of maxing out contributions too soon, we break down key points to help you optimize your 401k plan. Gain insights on making informed decisions and avoiding pitfalls that many smart, thoughtful people often overlook.🎯 RESOURCES:Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactVisit our website to request a complimentary consultation: https://www.abundancewm.com🎧 Listen on your favorite podcast service or watch the full video version on YouTube: https://youtu.be/3u3zeuk4s9w DISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

If you’ve ever received RSUs, stock options, or ESPP shares as part of your compensation, you might be sitting on a huge opportunity — or a costly tax surprise.In our first episode of Season 2 of The Abundance Mindset, we break down:Common mistakes made with equity compensation, particularly RSUsThe tax pitfalls with RSUs many are not aware ofHow to incorporate RSUs and equity compensation into broader financial planning🎯 RESOURCES FROM THIS EPISODE:Take our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactSchedule a complimentary 15 minute consultation: https://calendly.com/allison-04or/phone-call-with-allison  🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/Udcw1MC4skU DISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

Not all debt is created equal. Leverage can warm your house or burn it down. Used strategically, it can help you control more assets with less of your money. In this episode, we work through productive mental models for assessing the risks and rewards of using leverage.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Hosted on Acast. See acast.com/privacy for more information.

We welcomed Paul Reimer back onto the podcast for a discussion on his personal principles he uses to manage his own investments. As a multi-decade DIY investor, Paul has incredible wisdom and clarity on just what it takes to manage your own investments. This is an excellent discussion to help evaluate what good investment management is and what types of people it is well suited for.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk. Hosted on Acast. See acast.com/privacy for more information.

We welcomed Paul Reimer onto the podcast for a discussion around AI, technology, and the companies innovating in these areas. Paul shares views he's formed as a result of his extensive career and experience with technology and investment management, giving perspective on what we're seeing in the market today around technology stocks.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk. Hosted on Acast. See acast.com/privacy for more information.

How do you make an efficient plan for near term and long term taxes in an uncertain legislative environment? 2025 has several uncertainties around what taxes will look like as we peer into 2026. Join us for a discussion on how we evaluate near term and long term tax impact and how we effectively plan throughout periods of uncertainty.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Hosted on Acast. See acast.com/privacy for more information.

It's April 7, 2025, and the market has corrected downward significantly in the last several weeks and particularly in the last several business days. As an investor with a portion of your net worth placed in the market, how should you think about and react to market volatility like what we're experiencing right now? I'll walk through an overview of current circumstances, contextualize today through the lens of historical data, and discuss the mindests + practices individual investors can deploy to remove the fear and anxiety that can occur when markets correct downward and increase in volatility.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Hosted on Acast. See acast.com/privacy for more information.

We hear a lot of questions and opinions about investment management. In this episode we break down different definitions of investment management, run those services through our "value vs. price" filter, and talk about what investment management means at Abundance in detail.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk. Hosted on Acast. See acast.com/privacy for more information.

To rollover or not to rollover... It shouldn't be a surprise by now to learn that the answer depends on your individual circumstances. We peel back the advantages and disadvantages of aggregating retirement accounts within IRA / Roth IRA environments and discuss some of the circumstances that could point an individual in one direction over another.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk. Hosted on Acast. See acast.com/privacy for more information.