In this episode with Mark Cecchini, CFP® we talk about:
- The various types of liquidity events
- How to best plan for them
- Tax planning based on type of equity
- What equity to sell first
- How to best take the emotion out of the decision

In this episode with Mark Cecchini, CFP® we talk about: - The various types of liquidity events - How to best plan for them - Tax planning based on type of equity - What equity to sell first - How to best take the emotion out of the decision

How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®

The Long Game podcast is all about educating 30-50 year old business owners and those with equity compensation on how to build wealth. 

You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.

Business

The Long Game podcast is all about educating 30-50 year old business owners and those with equity compensation on how to build wealth. You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.

Share How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®

Sign up to save your podcasts

How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®

How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®

More shows like The Long Game

Money Guy Show

Your Money, Your Wealth

The Meb Faber Show - Better Investing

ChooseFI

The Retirement and IRA Show

White Coat Investor Podcast

Stay Wealthy Retirement Podcast

Animal Spirits Podcast

Bogleheads On Investing Podcast

The Compound and Friends

The Long View

Excess Returns

Ready For Retirement

Ask The Compound

The Morgan Housel Podcast