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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.
If you just inherited an IRA or Roth IRA, the decisions you make in the next 12 months could cost you tens of thousands of dollars in unnecessary taxes. In this video, I break down exactly how inherited IRAs work, the critical difference between inheriting a traditional IRA and a Roth IRA, the 10 year rule from the SECURE Act, and how to build a smart distribution plan based on your income, your state taxes, and your actual need for the cash.
In this video, I walk through 8 of the most common and costly wealth mistakes I see in $10M+ families, and none of them require complex planning to fix.
Can you really turn $90,000 into $3,000,000 tax-free? A recent Wall Street Journal article says yes. The math actually checks out.
In this video, I break down what a box spread actually is (in plain English) and when it's a good tool for families.
Financial planning for high earners: the 10 money decisions that determine whether you build real wealth or stay stuck on the financial treadmill.
Most business owners don’t lose money on the sale because of negotiation… they lose it because they start preparing too late.In this video, Andy shares the exit checklist business owners should start 3–5 years BEFORE selling to increase valuation, reduce deal risk, and avoid unnecessary taxes.
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