# thimbleberry (podcasts) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover thimbleberry. Page: Feed: --- ## [When Can I Retire? Academic Healthcare Professionals](https://thimbleberryu.simplecast.com/episodes/when-can-i-retire-academic-healthcare-professionals-HOnTcw4Z) _2026-08-10 · sara.bundy@thimbleberryfinancial.com (Amy Walls, Jon Gay) · ThimbleberryU_ This episode focuses on a question that follows many professionals in academic medicine, healthcare, and research: “Can I actually retire?” Jon Gay and Amy Walls explain that the stress behind this question often does not come from a lack of money. It comes from a lack of visibility. Retirement accounts, pensions, 403(b)s, 457 plans, IRAs, and Social Security all produce separate statements. But… [Listen](https://cdn.simplecast.com/media/audio/transcoded/4d4ef765-26b0-4b58-89a9-adfb043771e3/f6176c77-1283-4d48-82d3-10eee931d7e7/episodes/audio/group/c4d8d606-52d5-41e7-9d0e-b76249495828/group-item/ad731817-df4e-4a4c-836f-6b2590221ff8/128_default_tc.mp3?aid=rss_feed&feed=b6KsNr_V) ## ["Set It and Forget It" or Just Forgetting It?](https://thimbleberryu.simplecast.com/episodes/simple-investing-vs-ignoring-your-portfolio-o6G4LDfS) _2026-07-27 · sara.bundy@thimbleberryfinancial.com (Amy Walls, Jon Gay) · ThimbleberryU_ In this episode of ThimbleberryU, Jag and Amy talk about the difference between simple investing and ignoring your portfolio. This is especially for those of you working in tech, where it is easy for much of your financial life to become tied to the same industry without realizing it. Your paycheck may come from tech. Your RSUs or stock options may depend on your company’s performance. Your future… [Listen](https://cdn.simplecast.com/media/audio/transcoded/4d4ef765-26b0-4b58-89a9-adfb043771e3/f6176c77-1283-4d48-82d3-10eee931d7e7/episodes/audio/group/127c6864-8f33-483d-8c8f-e28f94adcc7d/group-item/33dc808d-bec7-4163-9392-1f626a972294/128_default_tc.mp3?aid=rss_feed&feed=b6KsNr_V) ## [Reducing Chaos for the People You Love](https://thimbleberryu.simplecast.com/episodes/reducing-chaos-for-the-people-you-love-0TxnxKBG) _2026-07-13 · sara.bundy@thimbleberryfinancial.com (Amy Walls, Jon Gay) · ThimbleberryU_ In this episode of ThimbleberryU, you'll hear why reducing chaos for the people you love is one of the most practical and caring financial steps you can take. It is not a topic most people want to face, but it is one almost every family eventually has to deal with. For healthcare professionals, financial life can get complicated quickly. You may have old retirement plans from different hospital… [Listen](https://cdn.simplecast.com/media/audio/transcoded/4d4ef765-26b0-4b58-89a9-adfb043771e3/f6176c77-1283-4d48-82d3-10eee931d7e7/episodes/audio/group/d12dd468-add7-4e60-86e8-d913e5f25e86/group-item/c0daf60a-0799-4945-a6f6-3284aa3775bf/128_default_tc.mp3?aid=rss_feed&feed=b6KsNr_V) ## [What Do Giant IPOs Like SpaceX Mean For Your Portfolio?](https://thimbleberryu.simplecast.com/episodes/what-do-giant-ipos-like-spacex-mean-for-your-portfolio-XgVcEdX1) _2026-06-22 · sara.bundy@thimbleberryfinancial.com (Amy Walls, Jon Gay) · ThimbleberryU_ In this episode of ThimbleberryU, we talk about what a giant IPO like SpaceX could mean for a personal investment portfolio. The conversation starts with common questions many investors ask when a major private company gets ready to go public. Am I missing out? Is my index fund going to own it? Am I exposed to something I do not understand? Amy explains that many people assume an index fund owns… [Listen](https://cdn.simplecast.com/media/audio/transcoded/4d4ef765-26b0-4b58-89a9-adfb043771e3/f6176c77-1283-4d48-82d3-10eee931d7e7/episodes/audio/group/3e425dc0-343b-4d89-8399-681d330ec639/group-item/e38a205f-76b5-4051-ae0d-dab8eba36207/128_default_tc.mp3?aid=rss_feed&feed=b6KsNr_V) ## [Beyond the Paycheck: Building Wealth When You’re Already Comfortable](https://thimbleberryu.simplecast.com/episodes/beyond-the-paycheck-building-wealth-when-youre-already-comfortable-oOOAfwYn) _2026-06-08 · sara.bundy@thimbleberryfinancial.com (Amy Walls, Jon Gay) · ThimbleberryU_ In this episode, we talk about what it means to move beyond simply earning a strong paycheck and start building wealth with real intention, especially for people in tech who are in the middle or later stages of their careers. We start with the idea that success can remove urgency. Early on, financial decisions feel obvious because everything is new and growing. Later, income is steady, accounts… [Listen](https://cdn.simplecast.com/media/audio/transcoded/4d4ef765-26b0-4b58-89a9-adfb043771e3/f6176c77-1283-4d48-82d3-10eee931d7e7/episodes/audio/group/69a26f99-0fd2-4c72-9c60-b1080250166e/group-item/c5799616-bfb3-4a17-bd69-3e4930622991/128_default_tc.mp3?aid=rss_feed&feed=b6KsNr_V) ## [The Hidden Costs Of Doing Nothing](https://thimbleberryu.simplecast.com/episodes/the-hidden-costs-of-doing-nothing-ud6kDmyF) _2026-05-26 · sara.bundy@thimbleberryfinancial.com (Amy Walls, Jon Gay) · ThimbleberryU_ Today, Amy and Jag look at a financial risk that is easy to ignore because it does not feel urgent in the moment: the cost of doing nothing. In this episode, we focus on how delays in financial decisions can quietly create long term consequences, especially for healthcare professionals who are used to acting quickly at work but may postpone choices in their own financial lives. The central idea is… [Listen](https://cdn.simplecast.com/media/audio/transcoded/4d4ef765-26b0-4b58-89a9-adfb043771e3/f6176c77-1283-4d48-82d3-10eee931d7e7/episodes/audio/group/e2dd7a9c-5385-49c6-b146-13e23a155a6c/group-item/eedea938-39d2-4dd8-96f0-4664aa1654e4/128_default_tc.mp3?aid=rss_feed&feed=b6KsNr_V) ## [Aging Gracefully in Tech](https://thimbleberryu.simplecast.com/episodes/aging-gracefully-in-tech-451tJa_U) _2026-05-11 · sara.bundy@thimbleberryfinancial.com (Amy Walls, Jon Gay) · ThimbleberryU_ Careers in technology change as professionals move into their 40s and 50s. Early in a tech career, rapid change feels exciting. New tools, companies, and opportunities create momentum. Over time that same pace can begin to feel heavy. Many professionals start asking different questions. They wonder how long their skills will stay valuable, whether companies will continue to seek their experience,… [Listen](https://cdn.simplecast.com/media/audio/transcoded/4d4ef765-26b0-4b58-89a9-adfb043771e3/f6176c77-1283-4d48-82d3-10eee931d7e7/episodes/audio/group/5b0b9cad-65c7-4e2c-a039-6e60e3cab092/group-item/2756862b-af5f-4b0a-8a05-7c0f673c1aef/128_default_tc.mp3?aid=rss_feed&feed=b6KsNr_V) ## [When One Partner Retires First](https://thimbleberryu.simplecast.com/episodes/when-one-partner-retires-first-s3gixDA7) _2026-04-27 · sara.bundy@thimbleberryfinancial.com (Amy Walls, Jon Gay) · ThimbleberryU_ We discuss a situation many couples imagine will be simple but rarely unfolds that way in real life: retirement timing. Many couples picture both partners stepping away from work at the same moment and beginning the next chapter together. In healthcare households, however, careers often evolve differently. Physical demands, shift schedules, burnout, or changes in job roles can lead one partner to… [Listen](https://cdn.simplecast.com/media/audio/transcoded/4d4ef765-26b0-4b58-89a9-adfb043771e3/f6176c77-1283-4d48-82d3-10eee931d7e7/episodes/audio/group/6d1c405b-bf7c-4c94-8597-c047d9cf05e2/group-item/0c3fdda7-376e-41c5-9dc7-515d2f268b98/128_default_tc.mp3?aid=rss_feed&feed=b6KsNr_V) ## [Employee Stock Purchase Plans - Are They Worth The Effort?](https://thimbleberryu.simplecast.com/episodes/espps-worth-effort-ZwUdSnyP) _2026-04-13 · sara.bundy@thimbleberryfinancial.com (Amy Walls, Jon Gay) · ThimbleberryU_ In this episode, we take a closer look at Employee Stock Purchase Plans and ask a simple but important question: are they worth the effort? Many people in tech see ESPPs during open enrollment, feel overwhelmed by the language, and quietly opt out. Why does that happen? Well, ESPPs sit in an awkward middle space. They are not large enough to feel exciting like salary, bonuses, or RSUs, but they… [Listen](https://cdn.simplecast.com/audio/f6176c77-1283-4d48-82d3-10eee931d7e7/episodes/63c0cbdf-5b59-4e57-b455-a40d4e1c77a9/audio/c928dfe6-cde0-47c7-812d-4a7c1cbedfa4/default_tc.mp3?aid=rss_feed&feed=b6KsNr_V) ## [Watch chovy live code (Sponsored)](https://crawlproof.com/a/JPjtirYWWIyf) _2026-04-13 · **Sponsored**_ Join Mosh Coding streams with collaborative screen sharing and remote control, open source. ## [The Tax Time Bomb In Your Retirement Accounts](https://thimbleberryu.simplecast.com/episodes/the-tax-time-bomb-in-your-retirement-accounts-SzfnLvEB) _2026-03-23 · sara.bundy@thimbleberryfinancial.com (Jon "JAG" Gay, Amy Walls) · ThimbleberryU_ In this episode, we talk about the tax time bomb hiding inside retirement accounts for healthcare professionals. We focus on clinicians who have done everything right:.you saved consistently. You deferred income. You maximized our 403(b) and 457(b) plans. But we explain how those smart decisions can create large tax consequences later in retirement. Here's the core issue. Decades of tax deferral… [Listen](https://cdn.simplecast.com/audio/f6176c77-1283-4d48-82d3-10eee931d7e7/episodes/15c59199-5ecf-4356-8455-5e508eaabff8/audio/41fdcea0-47c4-4b9f-b5f9-eeb363e5a385/default_tc.mp3?aid=rss_feed&feed=b6KsNr_V)