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Managing stock options is hard, managing pre-IPO stock options brings it to a different level. We focus on pre-IPO stock, but also explore other financial planning topics. This monthly show keeps it s... more
FAQs about I Guarantee (nothing) . . .:How many episodes does I Guarantee (nothing) . . . have?The podcast currently has 11 episodes available.
June 03, 2025Please don't kill me for talking about CryptoEveryone seemingly has an opinion about crypto currency, and I'm no different. While Bitcoin is all of the rage, the blockchain technology is really what drives this fascinating phenomena....more8minPlay
April 30, 2025Using Prepaid Variable Forward Contracts to Avoid TaxThe Prepaid Variable Forward Contract (PVF) is a powerful tool in your toolbox to avoid tax. If instead of collaring your stock on your own, you wrapped it in a single contract you could save yourself a lot of heartache . . . and tax....more8minPlay
April 14, 2025Post Liberation Day AngstIn this episode we talk about what people can do during down stock markets and dive into the bond market a little bit....more9minPlay
March 18, 2025Love Me TenderTender offers are all the rage. But with a successful tender comes a lot of tax. In this episode we talk about the major types of stock compensation, but specifically focus on Non-qualified Stock options as a particularly interesting opportunity....more9minPlay
March 04, 2025Fail to the Chief?I discuss whether Trump is a dictator and what actions should and should not be taken. It's a crazy time to be in the market....more8minPlay
January 15, 2025How to Avoid Tax on RSU IncomeIt's hard when it comes to avoiding tax on RSU income, however, it can be done. Some methods are more tried and true, others involve more aggressive tax positions....more17minPlay
January 09, 2025ISOs: Exercise Early, but Not OftenJanuary is known as ISO exercise month. While I haven't seen any Hallmark card commemorating the holiday, those with ISOs need to know the benefits of using time to create a conservative exercise strategy....more9minPlay
December 03, 2024Will Tariffs Tank the EconomyThe tough Trump tariff talks have a lot of people worried about the economy, the market, and inflation. What if the President actually goes through with it?...more10minPlay
November 07, 2024The 2026 Tax Crystal BallWith Republicans in control of the government for the next two years, what do we expect to happen with the expiring tax cuts from 2018?...more5minPlay
November 07, 2024Does the 2024 Election Really Matter?It's deja vu all over again. The market popped both times after Trump was elected, but what does that really mean?...more7minPlay
FAQs about I Guarantee (nothing) . . .:How many episodes does I Guarantee (nothing) . . . have?The podcast currently has 11 episodes available.