Level Up Your Money

Fiduciary Financial Planning & ESG Investing

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E198: How to Avoid Probate on Bank Accounts

Many people often overlook their bank accounts when it comes to estate planning but it's important to include those assets in your estate plan. Even if the accounts are smaller, anything you can do to streamline the process of settling your estate helps make life easier for your loved ones.

E197: How to Start a Business for Less Than $1,000

Having started (and in some cases, sold) multiple businesses, I'm here to tell you that it doesn't have to be difficult or expensive to start a business. It's hard work and it's absolutely not easy. But I'm going to walk you through how to start a simple business for less than $1,000.

E196: The Taxable Brokerage Account – An Underrated But Powerful Investing Tool

The taxable brokerage account is often overlooked in investment discussions, but it can be a powerful tool for growing your wealth. Unlike tax-advantaged accounts like IRAs or 401(k)s, taxable brokerage accounts don't offer any tax benefits upfront. However, they come with their own set of advantages that make them worth considering.

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