The Abundance Mindset

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.📌 RESOURCESTake our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8 Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contact Visit our website to request a complimentary consultation: https://www.abundancewm.comDISCLAIMERThe 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.

The Essential Checklist for High-Income Earners: Maximize Your Financial EfficiencyWelcome to The Abundance Mindset Podcast! In this episode, we discuss the high income earner checklist, focusing on common financial patterns and mistakes. We dive into 401(k) maximization strategies, tax planning, cash flow systems, and more, providing questions and insights to help you optimize your financial decisions as your income grows. Not personalized advice, but a great starting point for thoughtful financial planning.📌 RESOURCESDownload our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactVisit our website to request a complimentary consultation: https://www.abundancewm.com🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/kWD1LXu3pUE DISCLAIMERThe 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.

Trump Accounts are a brand new acconut type for children that has been created as a part of the recent 2025 One Big Beautiful Bill. But what are they really, and how do they compare to other accounts you can open for children? In this episode, Ben and Allison cut through the noise to explain how these accounts function, where they fit in a financial plan, and who might actually benefit.In today’s episode of The Abundance Mindset, you’ll learn: • What the Trump Accounts are and why they were introduced • How they compare to existing accounts for children • Tax implications and planning opportunities • Who should consider them (and who might not need them) • Smart steps to take before deciding if they fit into your strategyVisit our website to request a complimentary consultation to see if Trump Accounts make sense in your personal financial strategy: https://www.abundancewm.comDISCLAIMERThe 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.

HSAs in 2026: legislative changes you need to know. This episode explores the recent changes brought about by the One Big Beautiful Bill affecting Health Savings Accounts (HSAs) in 2026 and beyond. We delve in for a breakdown of what's new, what's staying the same, and why HSAs remain a unique tool in financial strategies.🎯 RESOURCES FROM THIS EPISODE:Visit our website to request a complimentary consultation: https://www.abundancewm.com🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube (https://youtu.be/V6DGIEX1ehc)DISCLAIMERThe 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.

In this special episode of the Abundance Mindset Podcast, we focus on financial planning strategies specifically for Meta employees. We delve into optimizing the Meta 401k, including tax-efficient contributions and strategic investment selections. We also explore the nuances of handling Restricted Stock Units (RSUs) and their tax implications. To wrap up, we highlight Meta's other generous benefits like health savings accounts and long-term disability coverage.📌 RESOURCESDownload our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactVisit our website to request a complimentary consultation: https://www.abundancewm.com🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/3ccYEcSwlHM DISCLAIMERThe 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.

Is your 401(k) working efficiently for you, or are you making one or more of the common mistakes we see? From misunderstanding pre-tax and Roth options to the inefficiencies of maxing out contributions too soon, we break down key points to help you optimize your 401k plan. Gain insights on making informed decisions and avoiding pitfalls that many smart, thoughtful people often overlook.🎯 RESOURCES:Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactVisit our website to request a complimentary consultation: https://www.abundancewm.com🎧 Listen on your favorite podcast service or watch the full video version on YouTube: https://youtu.be/3u3zeuk4s9w DISCLAIMERThe 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.

If you’ve ever received RSUs, stock options, or ESPP shares as part of your compensation, you might be sitting on a huge opportunity — or a costly tax surprise.In our first episode of Season 2 of The Abundance Mindset, we break down:Common mistakes made with equity compensation, particularly RSUsThe tax pitfalls with RSUs many are not aware ofHow to incorporate RSUs and equity compensation into broader financial planning🎯 RESOURCES FROM THIS EPISODE:Take our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactSchedule a complimentary 15 minute consultation: https://calendly.com/allison-04or/phone-call-with-allison  🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/Udcw1MC4skU DISCLAIMERThe 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.

Not all debt is created equal. Leverage can warm your house or burn it down. Used strategically, it can help you control more assets with less of your money. In this episode, we work through productive mental models for assessing the risks and rewards of using leverage.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe 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.