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Financial Planning in Plain Language.

Short videos on equity compensation, taxes, and planning for business owners. Every video has the full transcript on its page.

40 videos

1:45 Taxes QSBS Part 2: what the 2025 tax law changed. November 2, 2026 1:57 Taxes QSBS Explained: How Founders Can Pay Zero Federal Tax October 30, 2026 1:11 Money and Family Saying No to Family About Money Isn't Selfish! October 6, 2026 1:07 Money and Family Difference between Broke and Poor: one is finite, the other is infinite September 22, 2026 2:12 Money and Family 5 money moves only high earners get wrong! September 17, 2026 2:16 Investing Starting to invest at 25 instead of 35 could mean nearly $1 million more by retirement September 14, 2026 2:10 Money and Family We used to spend hours just to squeeze a few points out of our credit cards September 13, 2026 2:11 Money and Family Why do so many high earners making $200K+ still feel broke every single month? September 12, 2026 2:12 Money and Family Not all debt is the same and this could be costing you September 11, 2026 2:18 Insurance and Protection Term Life Gives You Nothing Back... Here's Why That's Okay September 9, 2026 9:21 Equity Compensation Golden Handcuffs: Why Your Raise Made You Feel More Trapped, Not Less August 20, 2026 9:37 Money and Family Why Making $200K Still Feels Like Paycheck to Paycheck August 18, 2026 5:15 Money and Family 5 Essential Accounts every high earner needs now! August 13, 2026 0:49 Business Owners Why I created PLC Wealth Partners? August 11, 2026 9:57 Investing Pay Off Debt or Invest The Simple Math Most People Get Wrong June 4, 2026 14:08 Money and Family 4 decisions to change your financial life May 16, 2026 9:26 Taxes Backdoor Roth IRA Explained — The Tax-Free Strategy Every High Earner Needs in 2026 May 4, 2026 6:35 Money and Family 5 reasons why high earners still feel poor April 28, 2026 5:30 Faith and Stewardship 5 Financial Moves Every Believer Should Make in Their 20s & 30s November 11, 2025 8:54 Faith and Stewardship 5 Financial Accounts Every Believer Needs October 26, 2025 6:05 Faith and Stewardship 4 Ways I Invest As a Faithful Steward October 24, 2025 8:23 Faith and Stewardship The Psychology of Abundance: Shifting From Scarcity to Stewardship October 12, 2025 7:40 Investing The Secret to a Transformed Life: The Power of the Compounding Effect October 4, 2025 8:25 Faith and Stewardship Estate Planning That Honors God and Family September 15, 2025 6:44 Faith and Stewardship How I've Created a Financial Plan That Honors God and Our Family September 7, 2025 9:13 Money and Family Why Setting Financial Goals Can Change Your Life August 24, 2025 1:05 Insurance and Protection Term vs Whole Life Insurance August 22, 2025 1:04 Insurance and Protection Why Life Insurance Shouldn't Be an Afterthought; It's Something to Consider Now! August 22, 2025 8:53 Insurance and Protection Life Insurance 101: Types, Coverage, and How Much You Need August 17, 2025 11:50 Money and Family 4 Powerful Accounts to Build Wealth for Your Kids! August 2, 2025 9:24 Taxes How High-Income W-2 Earners Pay Less in Taxes (Legally!) | Top Tax Strategies You Need to Know July 21, 2025 10:33 Business Owners LLC, S Corp, or Sole Proprietor? What's Best for Small Business Owners? July 14, 2025 11:08 Business Owners Solo 401K vs SEP IRA, vs Simple IRA? Retirement plans for small business owners July 6, 2025 11:13 Investing HYSA vs CDs vs Bonds: What's the Best Place to Park Your Money? June 28, 2025 9:14 Money and Family Good Debt vs Bad Debt: What They Didn't Teach You About Money June 25, 2025 10:07 Investing Investing for Beginners: Everything You Need to Know (From a Finance Professional) June 22, 2025 6:53 Faith and Stewardship What is Tithing? and How It Can Impact Your Life June 15, 2025 6:26 Taxes Roth IRA 101 | the best Retirement account for young professionals June 12, 2025 6:45 Money and Family Emergency Funds Explained: What, Why & How Much? June 7, 2025 6:04 Money and Family How Your Relationship with Money Impacts Your Life! June 5, 2025

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This video is for general educational purposes only and is not personalized investment, tax, or legal advice. Every situation is different. Talk with a qualified professional about your circumstances before acting. PLC Wealth Partners is a registered investment adviser. See our disclosures.

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