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Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens.

In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning.

• Define RSUs, ISOs, NSOs
• Easy tips tech employees can use to reduce their tax bill
• When to exercise stock options?
• Which share tranches should I prioritize
• How real estate affects tax planning
• Suggested withholdings or estimated tax payments
• The best balance in terms of salary and stock compensation
• Alternative Minimum tax and how to avoid it

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens.

In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning.

• Define RSUs, ISOs, NSOs
• Easy tips tech employees can use to reduce their tax bill
• When to exercise stock options?
• Which share tranches should I prioritize
• How real estate affects tax planning
• Suggested withholdings or estimated tax payments
• The best balance in terms of salary and stock compensation
• Alternative Minimum tax and how to avoid it

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

The conversation covers the importance of saving to invest, self-awareness, emotional intelligence, effective communication, delivering tough feedback, actions over words, habit stacking, and accountability groups. Each chapter explores these themes in detail, providing valuable insights and practical tips for personal and professional growth.

Takeaways

• Importance of saving to invest
• Self-awareness and emotional intelligence
• Effective communication
• Delivering tough feedback
• Actions over words
• Habit stacking and accountability groups

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

The conversation with Bill LaRosa delves into the importance of soft skills in leadership and their impact on career success and financial opportunities. Bill shares insights on listening, emotional intelligence, communication, executive presence, and execution, emphasizing the significance of accountability and the need for simplicity in goal-setting.

Takeaways

• Soft skills are crucial for sustaining wealth and career growth.
• Accountability, simplicity, and public recognition are key to successful execution.

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Choosing the right credit card can be daunting, but with the right strategies, it can be rewarding. Understanding point transfers, redeeming points, and evaluating spending categories are key to maximizing credit card benefits. Considerations for card fees, travel benefits, and credit score impact are important in decision-making.

Takeaways

• Point transfers maximize benefits
• Evaluate spending categories for card selection

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

What credit card is best for you? 

Matthew Kepnes is the legendary author of the Nomadic Matt travel blog who has also written bestsellers like How to Travel the World on $75 a Day. 

This episode dives deep into his insider hacks for stacking credit card points to fund epic adventures & outsmarting airline fees without breaking the bank. We chat about:

💳 Which portal has the best bang for you buck in terms of conversion and options

💳 Good questions for people to ask themselves when choosing a card

💳 The best card to consider for people for different categories

💳 Why you should use multiple credit cards

💳 Best way to calculate whether or not the annual fee on a card is worth it

💳 Common questions answered

💳 Best way to redeem points for maximum value 

💳 How to avoid common mistakes

💳 Underrated credit card hacks

💳 How to sign up without hurting your credit

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Hear how I am applying what we learned in our first episode of season 2 we chat with Stephanie Guttman. Stephanie has spent her career in finance and tech from writing earnings reports for a Fortune 500, building finance tech startups and closing large software deals with banks but now has started @Huntress wealth, a platform that helps women manage wealth and wield power. She also has her own commercial development firm.

We dive into:

1. Define the different investment options you have 
2. Difference between value investing and growth investing
3. What we’re NOT falling for 
4. What's the best way to create a budget? 
5. How to manage debt, build credit and save for large purchases
6. Should Bad Bunny keep renting or does he own? 
7. The best way to set financial goals
8. Women investor inequality gap 
9. The biggest mistake people make when it comes to their finances

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

In our first episode of season 2 we chat with Stephanie Guttman. Stephanie has spent her career in finance and tech from writing earnings reports for a Fortune 500, building finance tech startups and closing large software deals with banks but now has started @Huntress wealth, a platform that helps women manage wealth and wield power. She also has her own commercial development firm.

We dive into:

1. Define the different investment options you have 
2. Difference between value investing and growth investing
3. What we’re NOT falling for 
4. What's the best way to create a budget? 
5. How to manage debt, build credit and save for large purchases
6. Should Bad Bunny keep renting or does he own? 
7. The best way to set financial goals
8. Women investor inequality gap 
9. The biggest mistake people make when it comes to their finances

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Learning how to communicate is essential because it forms the foundation of success in both personal and professional life. Charles Ruiz and I dive deep into this topic during this week's podcast episode 🗣️ 

Charlie Ruiz was a former MiLB player with the Colorado Rockies. His journey has evolved from business development in the tech world to speaking coach to now entrepreneur having founded CLR connection, which offers leadership performance coaching on mindset, communication and identity ⚾ 

We also discuss: 

☑️Journey from athlete to entrepreneurship
☑️Biggest career transition lesson learned
☑️Intersection of sport and public speaking
☑️Common mistakes in speaking
☑️Tools for effective storytelling
☑️Important leadership skills

A link to the episode is below if you want to listen in or share 🤞

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

How do you feel about conferences?

✔️ Picking the right one
✔️ Knowing what sessions to attend
✔️ Finding unique ways to stand out and follow up
✔️ How to make the most of it

In this week's podcast episode, Neil Greene and I go into depth about these topics, and many others, so that you can actually leave a conference knowing it was time well spent 👏

Do you know anyone that wants to reach financial independence or reach retirement as soon as possible? If so, please take 5 seconds to share the below link with them!

https://lnkd.in/gUiMqsVN

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.