If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money® with Hilary Hendershott tackles money beliefs and financial planning strategies like:
What your family life growing up may say about your credit card debt
What tax strategies make the most sense for business owners
How to leverage compound investments to build truly passive income
How the quality of your relationships rise and fall on your money habits
Whether index funds are better to invest in than actively managed funds
Taking charge of your income and cash flow so you have money for today and tomorrow
Hilary Hendershott is a CERTIFIED FINANCIAL PLANNER™ professional with more than two decades of experience as a wealth manager. She’s NBC’s “Investor’s Voice of Reason”, an Investopedia Top 100 Financial Advisor five years running, and a TEDx speaker with her own personal experience of making money mistakes before multi-million-dollar success. Love, your Money With Hilary Hendershott is an ongoing conversation for you to improve your relationship with money, deepen your understanding of how money works in every area of life, and gain the clarity you seek about strategic wealth building and investing decisions and questions.
Subscribe to Love, your Money® with Hilary Hendershott wherever you find your other favorite podcasts. And if you love what you hear, show some love with a five-star rating!
For more information, visit https://hendershottwealth.com
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283: What If Your Money Bought You More Freedom? The Real Life Impact of Smart Tax Planning
Episode 283
Tuesday, June 24, 2025 • Duration 49:39
Over the past few episodes of Love, your Money®, we’ve taken you deep into the weeds of capital gains tax, alternative investments, and Ultra Tax Efficient Wealth Management℠ (UTEWM℠).
If you’ve been following along, you’ve heard terms like step-up in basis, long-short overlay, market-neutral strategy, and incremental returns. And if your eyes glazed over once or twice, you’re not alone.
But here’s the thing: these aren't just technical financial strategies. They’re tools. Tools that—when used correctly—give you more freedom, protect your peace of mind, and empower you to make the most of the wealth you’ve worked so hard to build.
Today’s episode zooms out from the technical to the transformational: we’re talking about what UTEWM℠ actually makes possible in your real life—not just on paper. You’ll learn why traditional financial planning around tax avoidance often falls short, and what makes this approach different.
Hilary explains how to reduce your tax bill without being forced to sell at the wrong time, how long-term tax planning intersects with both healthcare and self-care, and why concentrating your wealth in a single stock or sector can quietly erode your quality of life.
You’ll also hear how real people have the potential to turn multi-million dollar tax liabilities into powerful legacies, and get guidance on how to determine whether UTEWM℠ is the right fit for your financial future.
Because financial strategy isn't just about the numbers, it’s about how those numbers impact your future, your family, and your freedom.
Here’s what you’ll learn in this week’s episode of Love, your Money:
01:45 The missing piece: What Ultra Tax Efficient Wealth Management℠ really means for your money, and your life
05:12 Why choosing and holding onto investments just to avoid paying capital gains tax hasn’t worked, and the real impact of tax efficient solutions on your quality of life
08:02 Why the prospect of tax losses gave Hilary goosebumps at a financial conference, and the how the suite of tax efficient wealth management services HWM offers our clients has grown as a result
10:24 Why the fear of taxes (and refusal to sell) can quietly sabotage your financial success, and why long term tax planning is an important part of self care
13:54 How the Rule of 72 helps estimate how fast your money can grow—and the real cost of diversifying your stock positions without tax efficient planning
17:14 How our company Blueprint relates to Ultra Tax Efficient Wealth Management℠, and what we want to make possible for our clients
18:35 A tale of two investors–one with concentrated Apple stock and one with a robust real estate portfolio–and the (avoidable) mistakes made that can be unraveled with UTEWM℠
28:48 Case study: How UTEWM℠ could help a Silicon Valley Engineer diversify highly appreciated company stock and eliminate the potential $2.5 million capital gains tax hit
33:14 Leaving a powerful legacy: Building sustainable generational wealth, the magic of compound interest, and the power of giving
38:09 Case study: How UTEWM℠ can help a married couple who inherits $3 million in a taxable account and wants to retire early
41:53 Who UTEWM℠ is really for, how to know if it’s right for you, and what the client journey looks like if you decide to work with us
Show Notes To
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
282: Do You Really Need Alternative Investments As Your Net Worth Grows?
Episode 282
Tuesday, June 10, 2025 • Duration 32:05
Today we’re diving into the world of alternative investments (a.k.a. alts)–opportunities that are often marketed with the promise of high returns and diversification, but frequently come with hidden risks and complexities.
In this episode, Hilary shares the professional insights and experiences she’s gleaned about alts in her 25+ years as a fee-only fiduciary financial advisor with deep expertise in public markets. From high fees and lack of transparency to liquidity issues and potential for fraud, she breaks down why these investments may not be the golden ticket they're often marketed as–and explains how Hendershott Wealth Management® designs client portfolios instead.
Tune in to learn:
Why alts are so appealing to high net worth investors,
Some of the biggest risks and pitfalls of alternative investments,
How to make informed decisions about your investment strategy, and
Why we believe a well-diversified, low-cost portfolio is the best–and most evidence-based–path to financial security.
Bottom line: The actual experience of holding alternative investments is not conducive to the kind of elegance, simplicity, or peace of mind we pursue for our clients and want for you.
Here’s what you’ll learn in this week’s episode of Love, your Money®:
01:40 What alternative investments are, what contributed to the rise of them, and why they remain so alluring
05:20 The fee structure of alts compared to the fee of a low-cost, globally-diversified index portfolio–and an example of their impact on returns
06:00 Talking liquidity: How accessible is your wealth when invested in alts, and what are typical lock-up periods?
08:25 Strike three against alts: Lack of transparency and the difficulty of actually being able to value your holdings
10:07 Alternative investments + fraud = a few real-world stories you might recognize
11:33 Comparing returns from the Teacher Retirement System of Texas (TRS) with the Public Employees' Retirement System of Nevada (PERS) – and making it real for you
14:35 Stories about the failures of alts, including high end art, a managed futures fund, angel investments, and CEO theft
281: Don’t Risk Bad Investments for Good Tax Breaks: Introducing Ultra Tax Efficient Wealth Management℠, Part Two
Episode 281
Tuesday, May 27, 2025 • Duration 33:09
In this episode, we’re continuing our conversation about Ultra Tax Efficient Wealth Management℠—a new-to-market investment strategy designed to help high net worth investors defer capital gains taxes while keeping their portfolios liquid and growth-oriented.
If you haven’t listened to Episode 280 yet, go back and do that because it lays the foundation for everything we’re covering today, including how Robert and I discovered this strategy, vetted it thoroughly, and ultimately decided to offer it to our clients at Hendershott Wealth Management.
Today, we’re diving deeper into UTEWM℠ to talk about:
How this strategy compares to other common tax-deferral methods (and why others fall short)
What makes Ultra Tax Efficient Wealth Management℠ uniquely effective, flexible, and IRS-compliant
The technical underpinnings of the investment strategy, including the application of a long-short market-neutral overlay
How UTEWM℠ can be applied to retirement distribution planning to potentially save millions in taxes over a lifetime
Unlike most capital gains strategies that require sacrificing liquidity or chasing high-risk alternatives, UTEWM℠ relies on publicly traded stocks in efficient markets and uses a smart approach to defer gains while realizing strategic losses.
It’s a new way of thinking about wealth management, and it could significantly improve your long-term outcomes. It’s exciting, it's flexible, it's widely applicable, and it is better than most–if not all–of the current methods to minimize capital gains taxes.
The bottom line? You don’t have to settle for “bad investments with good tax benefits.” With UTEWM℠, you can aim for great investments with excellent tax benefits.
So if you have (or will have) substantial unrealized capital gains from assets such as employer/highly appreciated stock, business sale proceeds, or real estate, this episode is a must-listen.
Let’s get into it! ⬇️
Here’s what you’ll learn in this week’s episode of :
280: Maximize Gains and Minimize Taxes: Introducing Ultra Tax Efficient Wealth Management℠, Part One
Episode 280
Tuesday, May 13, 2025 • Duration 48:45
Tax deferral is one of the most powerful wealth-building tools available to investors. Why? Because it allows you to reinvest money that would have gone to the IRS, compounding returns on that money and significantly increasing your long-term wealth.
In this episode, I’m joined by Robert Hendershott (HWM’s Chief Investment Officer and my husband!) to talk about Ultra Tax Efficient Wealth Management℠—a suite of services that uses cutting-edge strategy designed to minimize taxes on your capital gains without sacrificing returns or adding unnecessary risk–and why he came out of retirement to help us implement this strategy with our high net worth clients.
Ultra Tax Efficient Wealth Management℠ creates its benefits through realizing investment losses while deferring gains using a long-short overlay composed of individual stocks, which allows tax savings that can continue to compound for as long as the gains are deferred. And over a lifetime, that can be huge.
We can’t overestimate how powerful this new-to-market wealth building strategy is, and in today’s conversation, we’ll start at the beginning, talking about:
✔ Why tax deferral benefits investors and follows the letter of the IRS law ✔ How Ultra Tax Efficient Wealth ManagementSM works, as well as the risks and rewards of this tax-aware investing approach ✔ Why personalized tax management is a must for sophisticated investors
The bottom line? Tax planning isn’t one-size-fits-all. But with the right strategy, you can legally and effectively minimize taxes while maximizing your wealth.
If you know someone who has capital gains in their life, listen to this episode and forward it to them–because this conversation could really alter your financial trajectory for the better by deferring millions in taxes–while keeping more of your money working for you. ⬇️
Here’s what you’ll learn in this week’s episode of Love, your Money®:
02:32 The genesis of Ultra Tax Efficient Wealth Management℠ at Hendershott Wealth, including my “it can’t really be this good” moment, and the decision to bring Robert out of retirement
279: 5 Strategies to Minimize Capital Gains Tax (and Keep Your Portfolio Growing) in 2025
Episode 279
Tuesday, April 29, 2025 • Duration 31:34
In this episode of Love, Your Money®, we’re tackling a hot topic: capital gains tax. While many investors assume paying high taxes is inevitable, there are smart, legal strategies that can significantly reduce—or even eliminate—what you owe.
Some people avoid taxes by never selling their investments, but that means never enjoying the wealth they’ve built. Others chase tax-advantaged, underperforming assets that often do more harm than good.
In just under 30 minutes, we’re breaking down five effective strategies that help minimize capital gains taxes while keeping your portfolio growing—without sacrificing liquidity or returns. From foundational tools like tax loss harvesting to advanced strategies like tax-aware investing with Separately Managed Accounts, this episode offers practical, proven tactics for high-net-worth investors.
You’ll learn when and how to use each strategy, the pros and cons of each, and why some popular options (like Opportunity Zones and oil & gas investments) often fail to deliver lasting benefits.
If you’ve got appreciated assets—like real estate, employer stock, or a taxable brokerage account—and want to keep more of your gains instead of handing them to the IRS, this episode is a must-listen.
Here’s what you’ll learn in this week’s episode of Love, your Money®:
02:15 A common misconception about capital gains tax, and why simple tax deferral by never selling is NOT a viable long-term strategy
04:23 The benefits–and limitations–of tax loss harvesting and tax-conscious investment vehicles
06:31 What NOT to do with the proceeds once you’ve harvested your losses, or, the Wash Sale Rule
09:04 Specialized tax-managed mutual funds, ETFs, and other tax-conscious investment vehicles we use with our clients
10:26 Borrowing against appreciated stock (the poorly nicknamed "buy, borrow, die" strategy)—and when it becomes risky
13:27 Stock collars: An example of what they are and how they work, when to consider them, and when to avoid them
17:35 What made direct indexing a game-changer for high-net-worth investors, and how it impacts capital gains taxes
278: 5 Reasons Hiring A Virtual Financial Advisor Might Be Your Smartest Money Move
Episode 278
Tuesday, April 15, 2025 • Duration 26:19
Once upon a time, managing your finances meant sitting across from an advisor in a big office, flipping through stacks of paper.
But times have changed and thanks to technology, you can work with an expert financial team from anywhere—without sacrificing trust, personalization, or expertise. In fact, you might prefer working with a virtual advisor, and we’re going to explain why!
In this episode, Hendershott Wealth Management advisors Jen Rupp and Alyssa Hause break down a few key advantages that come from working with a virtual financial planner, including:
✔ ️ Why location doesn’t have to limit your choice (or ours!) ✔ How technology helps us deliver better service and build more meaningful relationships ✔ The benefits of choosing a firm that aligns with your vision and values ✔ Why virtual advising makes financial planning easier, more efficient, and less stressful
If you’ve been debating whether a virtual financial advisor is right for you, this episode just might have your answer. 👀
Here’s what you’ll learn in this week’s episode of Love, your Money®:
02:18 What the old days of working with a financial advisor looked like
03:47 How working virtually keeps fees reasonable without compromising quality
06:37 What it really means to work with a fiduciary advisor who puts your best interests first
08:07 How a tech-forward, process-driven firm can save you time and sanity–and keep your finances more secure
11:30 Here, there, and everywhere: The value of continuity with a financial advisory team, no matter where your life takes you
12:56 How we build even more meaningful relationships when working virtually
17:32 What you’re investing in when you pay a virtual advisor–and exactly what you can expect when you make Hendershott Wealth Management your financial advisory team
277: Should You Diversify Your Employer Stock? Here’s the Data… And a Plan
Episode 277
Tuesday, April 1, 2025 • Duration 22:56
Welcome back, Money Lover! In today’s episode, we’re tackling a financial risk I see far too often: holding too much of your employer’s stock.
If you’ve built up a significant position in company shares through stock options, RSUs, or other equity compensation, this conversation is for you.
Many people assume that because they work for a successful company—especially one of the Magnificent 7 (Apple, Microsoft, Nvidia, Google, Amazon, Tesla, Meta)—their employer stock is a safe and smart investment. But when it comes to investing, diversification is key.
Today, we’re breaking down the risks of concentrated stock positions, and talk about why even the biggest companies rarely stay on top forever. Then we’ll get into how diversification helps protect and grow your wealth, and wrap up by sharing smart, strategic, and tax-efficient ways to sell your employer stock.
It’s easy to feel attached to your company’s stock—after all, you’ve invested your time and energy in its success. But holding too much employer stock exposes you to unnecessary financial risk, and today’s episode is all about how to minimize that risk while maximizing your long-term returns.
The key takeaway? You don’t need to time the market perfectly—you just need a plan. (We can help with that.)
Here’s what you’ll learn in this week’s episode of Love, your Money®:
01:16 An intro to the financial risk we see far too often, and who this episode is perfect for
02:42 The illusion of safety in holding onto concentrated employer stock
05:34 The past performance of top 10 stocks, risks associated with not diversifying–and, why most people still want to hold on to their company stock
07:31 How your own biases can sabotage your wealth building efforts, and a unique reframe to approach your decision with
08:59 Understanding your equity and the kind of stock you own
10:58 Developing a tax-smart strategy for diversifying your investment portfolio
14:05 The four-step process we use to structure client investment portfolios
16:02 The tax implications of selling your employer stock, and, more importantly, how to minimize those taxes and keep more of your hard-earned money
276: Why Tax Planning Beats Tax Prep: How to Take a Tax-Forward Approach to Your Money
Episode 276
Tuesday, March 18, 2025 • Duration 18:43
Many people wait until tax season to think about their taxes, only to feel overwhelmed and unprepared. But the truth is, tax season isn’t really a “season” at all!
Tax planning is an ongoing process that plays a crucial role in your financial success, and should be a consideration all year long. Because when approached strategically, proactive tax planning and preparation can help you keep more of your hard-earned money.
In this episode, Jen Rupp (our Director of Financial Planning/Senior Financial Advisor) and Alyssa Hause (one of our Lead Financial Advisors) take the mic to talk about the value of proactive tax planning–and how you can take some of the stress out of tax prep.
They break down the difference between tax planning and tax preparation, explain why looking ahead instead of reacting can make a huge impact on your financial future, and walk you through examples of how working with financial professionals who understand tax strategies can help you minimize what you owe–and maximize your long-term wealth.
Even though we’re still in the first quarter of the year, now is the perfect time to start thinking about your 2025 taxes–and how small changes in your income, investments, and overall financial decisions can lead to significant tax savings down the road.
So whether you’re preparing for this year’s tax deadline or looking to set yourself up for long-term success, we hope this conversation helps you take control of your tax strategy and ensure your money is working for you in the most tax-efficient way possible. 💪
Here’s what you’ll learn in this week’s episode of Love, your Money®:
02:54 Why taxes aren’t the once-per-year headache you might be treating them as
03:51 The key difference between tax planning and tax preparation, plus examples of what tax-forward planning looks like
06:31 How to reduce the stress of tax season by preparing early, and a checklist of documents you need to file
07:57 How Jen and Alyssa approach their own tax planning and preparation, and why they’re particular about accurately assessing withholdings
275: Protecting Women's Wealth
Episode 275
Tuesday, March 4, 2025 • Duration 19:46
Welcome back, Money Lover! In today’s episode, we’re diving into a topic that I’m incredibly passionate about: protecting women’s wealth. This is a conversation that applies to everyone—whether you’re a woman looking to safeguard your financial future or someone who wants to support the women in your life.
Protecting wealth isn’t a new topic around here. It’s the final step in our 7 Steps to Wealth framework, and we spent the last few episodes talking about different ways to protect your wealth in relationships–with yourself and others. This week we’re wrapping up that series with an episode focused on financial planning considerations for women.
Women have long been praised for their generosity, often being encouraged to give their resources away. However, true financial security begins with keeping and growing wealth, not sacrificing it.
This is especially important when you consider some of the life experiences women tend to go through, particularly as they relate to longevity and the evolution of our financial needs in different stages of life.
Financial empowerment starts with recognizing that no one cares more about your money than you do. Staying informed and actively engaged in financial decisions is essential to building lasting wealth–and that’s exactly what we’re going to talk about today. ⬇️
Here’s what you’ll learn in this week’s episode of Love, your Money®:
03:10 The societal belief that has held women back, why we need to stop celebrating self-sacrifice, and the mental reframe we need when it comes to women and wealth
05:07 The three best practices we recommend for building long-term wealth, and how longevity impacts financial planning
06:43 How work-life balance, traditional gender roles, and caregiving responsibilities impact women’s earning capacity and financial well-being
07:40 How to stake a claim in your household’s wealth management, and why trust isn’t a substitute for knowing
9:33 What you need to know if you want to be informed and empowered about your finances, retirement planning for surviving spouses, and benefit distribution
12:53 Reviewing beneficiary designations, estate plans, and insurance coverage as your financial needs fluctuate and change over time
274: Skipping "I Do": How to Safeguard Your Finances as an Unmarried Couple with Melanie Lockert
Episode 274
Tuesday, February 25, 2025 • Duration 28:58
A lot of people have purely romantic notions about marriage, but the truth is that marriage, in its simplest form, is a contract that provides legal protection.
That contract is meant to cover ownership of real estate, division of assets, determination of healthcare directives, and more.
Not everyone wants to enter into the terms of that contract, but their relationships still deserve respect and their wealth and assets still deserve protection. So if you’re interested in a long-term romantic partnership and want to build a life with someone–without the legal commitment–this is the episode for you. 👇
I’m joined by Melanie Lockert, an award-winning finance writer, public speaker, event planner, and founder of Lola Retreat for women. We talked about why many people are opting out of marriage, how unmarried partners can be legally vulnerable, and steps you can take to protect yourself–and your partner–financially, in case of separation or unexpected health events.
Today’s interview is a follow-up to last week’s conversation with estate attorney Kara Foster about prenups and postnups–head to hendershottwealth.com/273 if you missed that one!
Whether you’re on the fence or fully decided about your personal stance on marriage, both episodes are worth a listen… especially if you need a reminder to update the beneficiaries on your policies and accounts. 👀
Here’s what you’ll learn in this week’s episode of Love, your Money®:
02:44 Why Melanie became interested in writing about the financial implications of unmarried partnerships and how people can protect themselves
03:33 Making medical decisions for your partner, the importance of getting a healthcare power of attorney, and what happens without that paperwork
07:02 Melanie’s reasons for not getting married, how that decision aligns with her values, and why she considers it a money-saving move
11:15 Things people forget to consider about when they’re considering moving in together, especially when it comes to finances or real estate investments
16:49 What Melanie has learned about protecting her finances from her partnerships, and how her boundaries have changed over the years
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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
Love, your Money®
01:26 A reminder of what UTEWMSM is: the strategic creation of taxable losses to offset gains, potentially saving you millions of dollars in capital gains taxes
03:28 Alternative ways to avoid capital gains that are “bad investments with good tax benefits”, like Qualified Opportunity Funds–and the opportunity costs they come with, especially if you’re saving for retirement
07:09 Solar Tax Equity Financing, and why it doesn’t meet Robert’s “big benefit, low risk” requirement for a good investment
08:13 What happens when you break IRS tax rules for the sake of a return–which is what we’d call “bad tax benefit, bad investment”
11:10 How UTEWM℠ differs from all other ways to defer paying capital gains taxes, including tax loss harvesting–where the opportunity to take losses tends to dry up over time
13:01 The difference between active management and UTEWM℠, why we’ve traditionally avoided it, and the mindset shift we had to make to embrace (and unlock) the potential of this strategy
15:05 The reliability and predictability of tax benefits, and why, in this case, “small return benefits” should be of interest to you as an investor
15:54 The breakdown of the costs of an Ultra Tax Efficient Wealth Management℠ strategy: trading, financing, and managing – and what can offset those costs
19:1
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
06:18 The general benefits of tax deferral and why compounding returns are such an important piece of wealth building
09:20 How concentrated stock portfolios affect your ability to leverage tax deferral, plus how tax loss harvesting works – and where it falls short
12:03 Breaking down financial jargon to help you understand the high level functioning of Ultra Tax Efficient Wealth Management℠ and how it is designed to create reliable, predictable losses to offset gains
15:38 Playing by the rules of the IRS to generate market gains and create recognized losses–so you can have your cake and eat it, too
19:24 A simplified-but-illustrative example of a long-short strategy in action for an investor looking to diversify $1 mil of Amazon stock (don’t try this at home!)
28:14 How we know UTEWM℠ is legit with the IRS, and why it’s so effective at creating tax benefits
28:58 What makes someone a suitable candidate for this strategy, why it hasn’t been widely implemented by financial advisors or investment managers yet, and what’s changed to make it attractive–and approachable–now
33:46 The three main strategy risks and uncertainties of UTEWM℠ , and the silver lining it creates when the market goes down
38:50 The true pote
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
20:27 Separately Managed Accounts & Ultra Tax Efficient Wealth ManagementSM: the most advanced, effective way to minimize capital gains taxes without compromising returns or liquidity
25:35 Where you can go to learn more about Ultra Tax Efficient Wealth ManagementSM and optimize your portfolio for tax efficiency
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
17:57 The new-to-market strategy we’re helping clients with large unrealized gains utilize: Ultra Tax Efficient Wealth Management℠
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
11:08 Working with a tax-savvy advisor, the best way to avoid filing amendments, and why we take a proactive approach to communication
13:51 Advanced tax strategies you should know–beyond tax loss harvesting and 401(k) contributions–to increase your savings and wealth accumulation
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
14:27 What your mindset, emotional needs, and personal goals have to do with your financial planning
16:10 Signs it’s time to find a new financial advisor, and how our team works with high net worth women and couples with wealth to protect their best interests and their assets
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
18:33 What Melanie would say to an unmarried couple who is considering buying real estate together, and the potential risk of taking title as joint tenants
23:52 The reframe Melanie wants listeners to consider when they’re thinking about legal and financial protections in long term partnerships
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
