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Videos & Resources
Need help? Check out the below resources to help on your financial journey.
Need help? Check out the below resources to help on your financial journey.
Providing the nuanced perspective that tends to be missing in wealth management.
n this video I walk through what you are actually buying, what the return data shows once you pick a fair benchmark, why the low volatility on your statement is partly an illusion, what the current slowdown in distributions is costing investors, what the fees really add up to, and a simple framework for deciding whether a buyout fund belongs in your personal portfolio.
Your traditional 401(k) and IRA come with a silent partner: the IRS. Every dollar you eventually pull out gets taxed as income, at whatever the rates happen to be then. A Roth conversion is one of the few tools that lets you take back control, pay the tax on your own terms, and potentially save tens of thousands of dollars over your lifetime.
If you own mutual funds in a taxable account, you may be paying two to three times more in annual costs than the expense ratio suggests.
If you own a taxable brokerage account, taxes are quietly costing you one to two percent of your returns every year. In this video I break down three strategies that fix that: Direct Indexing, Tax Loss Harvesting, and Levered Tax Loss Harvesting.
I manage money for a living, so here's something most advisors would never post: the actual financial stack my family uses to run our life. Not the textbook version, the real one, legacy accounts and all.
Believing in your company and having too much of your net worth in your company's stock are two completely different decisions. Most tech employees treat them like the same decision, and it is one of the most expensive mistakes I see.
Calculate your potential tax savings from tax loss harvest or estate strategies on you carry
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Learn smart strategies to reduce your tax bill and keep more of what you’ve built. Tools and techniques to help business owners maximize their proceeds when selling.
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Designed for first-time homebuyers to evaluate readiness and make informed decisions.
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A comprehensive financial and life planning checklist to help new parents prepare for the birth of a child, covering everything from insurance and estate planning to childcare costs, tax strategy, and long-term family goals.
Get the ResourceWe work with a select group of clients to provide tailored, high-touch wealth management. Ready to see how we can help?
Our personalized process ensures you receive expert financial guidance tailored to your unique goals. Get in touch in the way that works best for you—fill out the contact form, send us an email, or schedule a call. However you choose to reach out, we’re here to help you build, grow, and protect your wealth.
VDB Wealth LLC is a registered investment adviser located in the State of Georgia. Registration as an investment adviser does not imply a certain level of skill or training.
The information on this website is for informational purposes only and does not constitute investment, legal, tax, or financial advice. Nothing on this site should be interpreted as a solicitation, offer, or recommendation to buy or sell any securities or investment products. All investments involve risks, including the potential loss of principal.
VDB Wealth LLC provides investment advisory services only to residents of states where it is properly registered or exempt from registration. Past performance is not a guarantee of future results.
VDB Wealth LLC | (415) 209-5862 | contact@vdbwealth.com