Three Core Planning Concepts for High Income Earners

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The Abundance Mindset

Allison Cline CFP®, ChFC® & Ben Cline CRPS®

43 episodes

2 weeks ago

How do I efficiently navigate the modern financial system and grow my net worth? Join Allison Cline CFP® ChFC® and Ben Cline CRPS® as they explore and unpack important topics in the realms of personal and small business finance.

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Hosted on Acast. See acast.com/privacy for more information.

Three Core Planning Concepts for High Income Earners

The Abundance Mindset

31 minutes 32 seconds

1 month ago

Three Core Planning Concepts for High Income Earners

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.

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DISCLAIMER

The 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.

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