Hosted by Unknown Host · 🇺🇸 US · EN · 55 episodes
Established thought leaders with verified media credentials.
Real, transparent conversations about key financial planning topics. We don't like industry jargon or hidden fees / hidden agendas, so we're here to level up your financial IQ and provide you the resources you need to make wise decisions for yourself and those close to you. Visit us at https://www.abundancewm.com/ Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment advisor. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Acast. See acast.com/privacy for more information.
Unknown Host hosts The Abundance Mindset, a business show with 55 episodes published.
Are you fully optimizing your Google 401(k) and GSU grants? 📌 EPISODE RESOURCES - Request a free strategy assessment via our website: https://www.abundancewm.com/contact?utm_source=youtube&utm_medium=video&utm_campaign=
Your Portfolio Might Be Worth Less After Taxes (Here’s Why) Great investment management isn’t just about picking strong holdings — it’s about proactively managing the tax impact of those holdings, especially in taxable i
The HSA “Shadow Roth IRA” Strategy: How to Turn Medical Receipts Into Future Tax-Free Income. Health Savings Accounts (HSAs) are uniquely “triple tax advantaged” accounts. And there are more ways than one to ues them eff
Too often people stay loyal to a financial advisor even after their financial life has outgrown the advisor’s service model. In this episode we’re contrasting investment-only relationships with proactive, comprehensive p
Is your investing strategy more like going to the gym or visiting the casino? In the latest episode of the Abundance Mindset, we make a case for disciplined, consistent investing and share data about how disciplined appr
Have You Outgrown Your DIY Financial Plan? An Evaluation Framework. Have you fallen prey to the “shadow tax of inaction”? Today we step through a three part framework to help listeners evaluate whether it may be time to
We're talking ALL about stock concentration risk! Specifically, we're focusing on how equity compensation can tie a person’s paycheck, bonus, and net worth to the same employer. The goal isn’t necessarily to eliminate ri
Are your Incentive Stock Options (ISOs) building a path to wealth, or are they an accidental tax trap? In this episode of The Abundance Mindset, Ben and Andrew dive into the high-stakes world of ISOs. They break down the
As the title suggests, there are a lot of ways to handle stock options. In this episode, we'll break down how stock options work and the real strategies we help clients employ. We also share some of the variables you sho
Tax Cuts Made Permanent: What the 2025 Bill Means for Roth Conversion Strategies & Ongoing Tax Planning Last summer, the “One Big Beautiful Bill Act” made the Tax Cuts and Jobs Act federal tax brackets permanent, extendi
Does your financial plan have the same flexibility you want your life to? In this episode, we delve into the importance of not just planning for basic financial stability, but also planning for a comfortable and flexible
What's the best way to bulletproof a financial plan? In our methodology, we model 1,000 scenarios of things going wrong to make sure we're deeply understanding the most impactful action steps for our clients. Join us for
Maximize Your Retirement Flexibility with Roth: Key Strategies & Real-Life Examples Discover how Roth dollars offer incredible flexibility in your financial plan. Many people know that Roth dollars grow tax free and are
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 loo
The Essential Checklist for High-Income Earners: Maximize Your Financial Efficiency Welcome to The Abundance Mindset Podcast! In this episode, we discuss the high income earner checklist, focusing on common financial pat
Are you being sold or served? Financial Planning vs. Financial Products. In this episode, we delve into the critical differences between buying a genuine financial plan and being sold a financial product: We discuss pers
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 chi
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 brea
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 strat
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
Detected from recent episode content. Sponsor presence is a real signal of listener purchasing power and show monetisation.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
The Abundance Mindset has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
The Abundance Mindset is hosted by Unknown Host. The show is categorised under business (entrepreneurship) and has published 55 episodes.
The Abundance Mindset has published 55 episodes.
The Abundance Mindset regularly covers business, entrepreneurship, investing. It sits in the business category, with a entrepreneurship focus.
The Abundance Mindset is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Abundance Mindset hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Abundance Mindset average 24 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Abundance Mindset's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 6 days ago.
