『Money Hungry』のカバーアート

Money Hungry

Money Hungry

著者： Julian Mercer
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Money Hungry: Capital and Counsel is a practical, conversational podcast for high-income professionals and business owners focused on wealth building, retirement planning, and financial independence. Each episode simplifies complex investment strategy, tax-efficient planning, and market uncertainty into clear, actionable insights. If you’re successful, driven, and money hungry for smarter financial decisions, this show delivers expert guidance without hype—just disciplined strategy and long-term thinking. This podcast was produced with the assistance of artificial intelligence. AI tools were used in the preparation, editing, or production process. All final content was reviewed and approved by the creators. 経済学
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  • Two Incomes One Plan

    Two Incomes One Plan
    2026/08/17
    In nearly half of married households, both spouses work, and this episode is about what happens the moment two incomes get combined on paper. We unpack how tax thresholds for the top bracket, the investment income surtax, and the Medicare surtax don't simply double for couples, pushing dual-income pairs into extra tax faster than they'd expect. We also cover the planning tools, like spousal Social Security benefits, spousal IRAs, and gift splitting, that only exist once you're coordinating as a household. And the research on money and marriage delivers a surprising verdict: couples who merge finances tend to fare better, not worse, than those who keep things separate.
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    11 分
  • The Equity Compensation Blind Spot

    The Equity Compensation Blind Spot
    2026/08/11
    RSUs and stock options often make up the single largest slice of a high earner's net worth, and this episode breaks down the tax surprises that come with them. We explain why the standard withholding on vesting shares almost never covers what you'll actually owe, and why ISOs can trigger real tax bills before you've sold a single share. From there we cover why "just holding" concentrated company stock isn't the safe move it feels like, according to both the SEC and FINRA. Finally, we walk through the underused tools, like NUA elections and 10b5-1 plans, that actually manage the risk instead of ignoring it.
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    11 分
  • Estate Planning Isn't for the Elderly

    Estate Planning Isn't for the Elderly
    2026/08/04
    Only about a third of Americans have a will, and this episode explains why that's most dangerous for the people who assume they have time: young parents and high earners. We look at why your will doesn't actually control everything, since retirement accounts and life insurance follow whatever beneficiary form you filled out years ago, not your estate documents. A landmark Supreme Court case shows just how rigidly those forms get enforced, even when a divorce decree says otherwise. With trillions in wealth about to change hands and new rules compressing how fast heirs must draw down inherited accounts, this is the ten-minute check most high earners keep putting off.
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    11 分
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