Max Finance

We discuss whether it’s a good idea to obtain life and disability insurance and some factors you should consider. Additional resources:  term4sale.com, policygenius.com

We discuss popular company-provided employee benefits and how to maximize their value.

We cover the basics of income tax including the difference between earned income and capital gains.

We discuss equity compensation of private companies (ISO and NSO stock options), how they work, how they’re taxed, strategies for exercising and selling. To learn more about equity compensation, we recommend Consider Your Options: Get the Most from Your Equity Compensation by Kaye Thomas and https://github.com/jlevy/og-equity-compensation

We discuss equity compensation of public-traded companies (RSUs), how it vests, how it's taxed, and selling strategies. To learn more about equity compensation, we recommend this resource: https://github.com/jlevy/og-equity-compensation

We discuss what an emergency fund is, why it’s important, how much you need and where to keep it.

We discuss which debt to prioritize paying down and when it makes sense to leverage debt in the first place.

We discuss the different types of debt, ther interest rates, how it accrues and how to track it.

Loren interviews George and his fiancee, Justine, about how they manage their finances together including buying a house, starting a business and saving for a wedding.

George interviews Loren and his wife, Anna, about how they manage their finances together and challenges they’ve faced including unemployment, obligations and different spending habits.