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How to Manage Cash Flow When You're Paid In Equity or Bonuses
In this episode, I walk through how to effectively manage your monthly income & expenses when you're paid in equity (or receive bonus income). Some highlights:
Understanding RSUs: How they work, including vesting schedules and tax implications
The Full Picture: Understanding your total income, expenses, and tax liabilities, so you can make smart decisions about your investments and savings
Get actionable steps to manage your tax liabilities and ensure you’re not over-concentrated in company stock. Learn how to balance your cash flow and maximize your savings through 401(k)s, ESPPs, and HSAs.
---------
✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
View all episodes
By Thomas Kopelman
4.7
6464 ratings
In this episode, I walk through how to effectively manage your monthly income & expenses when you're paid in equity (or receive bonus income). Some highlights:
Understanding RSUs: How they work, including vesting schedules and tax implications
The Full Picture: Understanding your total income, expenses, and tax liabilities, so you can make smart decisions about your investments and savings
Get actionable steps to manage your tax liabilities and ensure you’re not over-concentrated in company stock. Learn how to balance your cash flow and maximize your savings through 401(k)s, ESPPs, and HSAs.
---------
✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
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