Your Next Dollar: Money Management for High Earners

About Your Next Dollar: Money Management for High Earners

NerdWallet Wealth Partners’ Your Next Dollar podcast helps high earners learn how to build wealth while still spending on what they value most. At this stage, you can afford anything, but not everything. When is it okay to splurge on your dream vacation or luxury gym? And how do you grow your wealth while doing it? Host Andrew Giancola digs into the decisions that come with a growing income: equity compensation, investing, housing, benefits, taxes, and every big life moment in between. Whether your top priority is family, financial freedom, health, or the experiences that make life worth living, this video podcast helps you think through where your next dollar should go. Join host Andrew Giancola, with regular appearances from NerdWallet Wealth Partners' fiduciary financial advisors, as they tackle many of the biggest financial questions facing high earners, including: – Investing and wealth building: Tax-aware investing, diversified portfolios, index funds and ETFs, tax-loss harvesting, Roth IRA conversions, mega backdoor Roth contributions, real estate investing, and maximizing tax-advantaged accounts like 401(k)s, IRAs, and HSAs. – Equity compensation: Making informed decisions about restricted stock units (RSUs), incentive stock options (ISOs), non-qualified stock options (NSOs), employee stock purchase plans (ESPPs), vesting schedules, and when to sell versus hold company stock. – Financial planning and big decisions: High-income tax planning, charitable giving, donor-advised funds, retirement planning, financial independence (FIRE), cash flow management, buying a home, paying down debt versus investing, benefits selection, and when to consider hiring a fiduciary financial advisor. – Values-based spending and lifestyle trade-offs: How to splurge without derailing your financial goals, budgeting for travel and experiences, aligning your spending with what matters most, and balancing enjoying life today with building wealth for tomorrow. – Wealth protection and legacy: Estate planning, trusts, 529 plans and college funding, life and disability insurance, umbrella insurance, and what it takes to build generational wealth for your family. If you're looking for your new favorite personal finance podcast — built for high-earning professionals — follow Your Next Dollar from NerdWallet Wealth Partners. We think You'll love Your Next Dollar if you like podcasts like: The White Coat Investor Podcast, Making a Millionaire, The Money Guy Show, Ready for Retirement, Money for Couples with Ramit Sethi, I Will Teach You to Be Rich, All the Hacks, Stay Wealthy, ChooseFI, The Iced Coffee Hour, or The Money with Katie Show. NerdWallet Wealth Partners LLC (NWWP) is a SEC registered investment adviser. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by any securities regulator. The content presented by NWWP on its Your Next Dollar podcast is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies, examples, and figures discussed are intended to be general in nature, subject to change at any time based upon market or other conditions and may not be suitable for every individual. Any hypothetical illustrations used are for educational purposes only and do not represent a guarantee or prediction of future results. All investments carry risk, including the potential loss of principal, and past performance is not a guarantee of future results. NWWP's investment advisory services are only offered where NWWP and its representatives are registered. Before making any financial decision, seek advice from a qualified investment, tax, or legal professional.

Publisher

NerdWallet Wealth Partners

Category

business

Language

en

Explicit

No

First episode

12 May 2026

Latest episode

13 Oct 2026

Latest episodes

19 of 25 episodes have a transcript.

1. 

   13 Oct 2026TRANSCRIPT

   What To Do When Your Company IPOs

   Host Andrew Giancola interviews NerdWallet Wealth Partners CEO Ryan Sterling about navigating company IPOs, covering stock decisions, vesting, and tax implications.

2. 

   6 Oct 2026TRANSCRIPT

   Year End Tax Moves High Earners Miss Before Dec 31

   Host Andrew Giancola interviews tax attorney and CPA Jasmine DiLucci about crucial year-end tax strategies high earners often overlook to maximize their savings.

3. 

   29 Sept 2026TRANSCRIPT

   The Mini-Retirement Playbook with Jillian Johnsrud

   Host Andrew Giancola interviews Jillian Johnsrud, author of Retire Often, about planning and executing mini-retirements to achieve career breaks and personal goals.

Inside a recent episode

What To Do When Your Company IPOs

Published 13 Oct 2026 · Transcript excerpt

[…] And so that's a big thing for a lot of folks out there. If you haven't been at a company for a long period of time, or if you have been there for a while and they have a strict vesting schedule, you want to understand how much of your shares are vested. And then in addition, kind of thinking through what your cost basis is and understanding that cost basis can be really, really helpful as we start to look through some of these other options that are gonna happen here. Ryan, is there anything else that you feel as though people need to understand about their shares before all of this begins? Yeah, it's thinking about it well before it begins. […]

Who has been a guest on Your Next Dollar: Money Management for High Earners

Names identified in recent episode analyses. Showing up to five guests.

• Ryan Sterling
• Jasmine DiLucci
• Jillian Johnsrud
• JC Rodriguez

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.5 / 5

185 ratings

Spotify

4.7 / 5

14 ratings

Questions about Your Next Dollar: Money Management for High Earners