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In an Uncertain Economy, This Is Why Planning Matters More Than Ever
Welcome back to another episode of the Get Wealthy With Me Podcast. Today, I’m joined by Rebecca Jackson, a trusted financial professional who specializes in helping tech professionals navigate some of the biggest financial moments of their lives, from IPOs and mergers to RSUs, bonuses, and complex compensation packages. Rebecca’s work is centered on turning high stakes financial events into clear, tax-smart plans that actually make sense. She has a unique ability to translate complicated tax rules into plain English and focuses on building strong money foundations that create long-term flexibility, freedom, and peace of mind. Her approach is calm, strategic, and deeply intentional—helping clients keep more of what they earn while aligning their money with the life they truly want to build. We recorded this conversation live from the AICPA Personal Financial Planning Symposium in San Diego, where I had the opportunity to sit down with incredible leaders and professionals in the finance space. In this episode, we go beyond titles and credentials to talk about Rebecca’s passion for financial planning, her perspective on tax strategy and wealth management, and why clarity matters just as much as income when it comes to building real financial independence. If you’re navigating equity compensation, working in tech, or simply looking to make smarter, more intentional money decisions, this episode is packed with insight you won’t want to miss.
____________________ 📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:
✅Website: https://themodernsavvycpa.com/
✅Instragram: https://www.instagram.com/sherronpermashwar/
✅Facebook: https://www.facebook.com/profile.php?id=100088873519387
✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/
🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1
🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE
🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #shorts #selfimprovement #financialadvice #personalfinance #investing #rebranding #motivation #Selfhelp #Selfimprovement #podcast #sherronpermashwar sherron permashwar, get wealthy with me, podcast. motivation podcast, motivational podcast, Self development, entrepreneur, success habits, purpose podcast
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By sherron permashwarWelcome back to another episode of the Get Wealthy With Me Podcast. Today, I’m joined by Rebecca Jackson, a trusted financial professional who specializes in helping tech professionals navigate some of the biggest financial moments of their lives, from IPOs and mergers to RSUs, bonuses, and complex compensation packages. Rebecca’s work is centered on turning high stakes financial events into clear, tax-smart plans that actually make sense. She has a unique ability to translate complicated tax rules into plain English and focuses on building strong money foundations that create long-term flexibility, freedom, and peace of mind. Her approach is calm, strategic, and deeply intentional—helping clients keep more of what they earn while aligning their money with the life they truly want to build. We recorded this conversation live from the AICPA Personal Financial Planning Symposium in San Diego, where I had the opportunity to sit down with incredible leaders and professionals in the finance space. In this episode, we go beyond titles and credentials to talk about Rebecca’s passion for financial planning, her perspective on tax strategy and wealth management, and why clarity matters just as much as income when it comes to building real financial independence. If you’re navigating equity compensation, working in tech, or simply looking to make smarter, more intentional money decisions, this episode is packed with insight you won’t want to miss.
____________________ 📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:
✅Website: https://themodernsavvycpa.com/
✅Instragram: https://www.instagram.com/sherronpermashwar/
✅Facebook: https://www.facebook.com/profile.php?id=100088873519387
✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/
🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1
🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE
🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #shorts #selfimprovement #financialadvice #personalfinance #investing #rebranding #motivation #Selfhelp #Selfimprovement #podcast #sherronpermashwar sherron permashwar, get wealthy with me, podcast. motivation podcast, motivational podcast, Self development, entrepreneur, success habits, purpose podcast