About this podcast
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 you.
Visit us at https://www.abundancewm.com/
Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment advisor. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.
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Episodes
The newest 20 of 62 episodes
- Retiring Early? Build Your Portfolio Differently · 31 min · Season 2 Episode 28If you want to retire early, you need a vastly different set of strategies than your peers retiring at more “standard” ages. For professionals hoping to retire in their 40s or…
- Changing Jobs? Don't Miss Unique Tax Planning Opportunities · 23 min · Season 2 Episode 27If you're changing jobs, you're probably focused on your new salary, bonus, and equity package. But a career transition can also create one of the most valuable tax-planning…
- Own Too Much of One Stock? Strategies for Concentrated Stock Positions · 23 min · Season 2 Episode 26Have 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…
- The RSU Tax Trap: Why Withholding Isn't a Strategy · 20 min · Season 2 Episode 25If 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…
- Why Smart Financial Plans Can Still Fail · 20 min · Season 2 Episode 24A 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…
- Finfluencers vs. Regulated Professionals: How to Spot Real Financial Signal · 17 min · Season 2 Episode 23Has "Hot Take" culture diluted good financial insights? Absolutely. Our latest podcast episode digs into the value of information communicated by regulated financial…
- Is a Trump Account Right for your Child? · 25 min · Season 2 Episode 22Trump Accounts are officially here on July 4th — but are they actually worth using for your kids? If your child was born in 2025 or later, they may qualify for a $1,000…
- Google Employee? Key 401(k) & GSU (RSU) Strategies · 27 min · Season 2 Episode 21Are you fully optimizing your Google 401(k) and GSU grants? 📌 EPISODE RESOURCES - Request a free strategy assessment via our website…
- Maximizing Tax Efficiencies in Investments · 27 min · Season 2 Episode 20Your Portfolio Might Be Worth Less After Taxes (Here’s Why) Great investment management isn’t just about picking strong holdings — it’s about proactively managing the tax impact…
- How to Turn Your HSA Into a Shadow Roth IRA · 22 min · Season 2 Episode 19The HSA “Shadow Roth IRA” Strategy: How to Turn Medical Receipts Into Future Tax-Free Income. Health Savings Accounts (HSAs) are uniquely “triple tax advantaged” accounts. And…
- Seven Signs You've Outgrown Your Financial Advisor · 22 min · Season 2 Episode 18Too often people stay loyal to a financial advisor even after their financial life has outgrown the advisor’s service model. In this episode we’re contrasting investment-only…
- Market Down 15%? Why Long-Term Investors Get Excited · 18 min · Season 2 Episode 17Is your investing strategy more like going to the gym or visiting the casino? In the latest episode of the Abundance Mindset, we make a case for disciplined, consistent…
- Have You Outgrown Your DIY Financial Plan? · 20 min · Season 2 Episode 16Have You Outgrown Your DIY Financial Plan? An Evaluation Framework. Have you fallen prey to the “shadow tax of inaction”? Today we step through a three part framework to help…
- Should I sell my Employer Stock? Traps to Avoid and Tricks to Maximize · 27 min · Season 2 Episode 15We're talking ALL about stock concentration risk! Specifically, we're focusing on how equity compensation can tie a person’s paycheck, bonus, and net worth to the same employer…
- Incentive Stock Options - Key Strategies to Optimize · 24 min · Season 2 Episode 14Are your Incentive Stock Options (ISOs) building a path to wealth, or are they an accidental tax trap? In this episode of The Abundance Mindset, Ben and Andrew dive into the…
- Stock Options Give You Options - Mastering Your Equity Comp · 25 min · Season 2 Episode 13As 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…
- Federal Tax Rates Extended - What This Means for Tax Planning · 24 min · Season 2 Episode 12Tax Cuts Made Permanent: What the 2025 Bill Means for Roth Conversion Strategies & Ongoing Tax Planning Last summer, the “One Big Beautiful Bill Act” made the Tax Cuts and Jobs…
- The Lifestyle Buffer: How We Build Flexibility into Retirement Planning · 14 min · Season 2 Episode 11Does 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…
- Unlocking Retirement Planning: The Power of Monte Carlo Analysis · 19 min · Season 2 Episode 10What'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…
- How Roth Dollars Create Flexibility in Retirement · 30 min · Season 2 Episode 9Maximize Your Retirement Flexibility with Roth: Key Strategies & Real-Life Examples Discover how Roth dollars offer incredible flexibility in your financial plan. Many people…
