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By Mike Troxell
5
1010 ratings
The podcast currently has 19 episodes available.
Today I'm covering employee stock options, including:
PLUS we cover a key negotiation item if you're leaving your job.
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WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO?
Join other listeners and subscribe to The Weekly Vest, an email newsletter.
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Episode resources:
Stock Option Blog
AMT Tax Blog
Modern Financial Planning
https://www.miketroxell.com/
Today I'm covering 6 key considerations before leaving your job, including:
PLUS we cover a 401(k) mistake that you want to avoid.
**********
WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO?
Join other listeners and subscribe to The
Weekly Vest, an email newsletter.
**********
Episode resources:
AMT Tax Blog
Modern Financial Planning
https://www.miketroxell.com/
Today I'm digging into Estate Planning:
PLUS we have an expert guest that drops in to share his thoughts.
WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO?
Join other listeners and subscribe to The Weekly Vest, an email newsletter.
Episode resources:
Bio: Patrick Etchebehere
Probate Calculator
Blog: Beyond An Estate Plan
Blog: Estate Planning Basics
https://www.miketroxell.com/
Today I'm digging into all things RSUs:
I am covering these items and more!
WANT MORE EQUITY PLANNING TIPS?
Join other listeners and subscribe to The Weekly Vest, an email newsletter.
Episode resources:
https://www.modernfp.com/blog/wash-sale
https://www.modernfp.com/blog/doubletax
https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681
Today I'm addressing 2 last minute tax moves + a few common tax misconceptions.
I am answering these questions and more!
WANT MORE EQUITY PLANNING TIPS?
Join other listeners and subscribe to The Weekly Vest, a weekly newsletter.
Episode resources:
https://www.modernfp.com/blog/hsa
https://www.modernfp.com/blog/amt
https://www.modernfp.com/blog/rsu
Today I'm addressing 7 insights to make your tax season LESS painful.
I am answering these questions and more!
WANT MORE EQUITY PLANNING TIPS?
Join other listeners and subscribe to The Weekly Vest, a weekly newsletter.
Episode resources:
https://www.modernfp.com/blog/doubletax
https://www.irs.gov/pub/irs-pdf/fw4.pdf
Today I'm joined by Helene Servillon of JourneyOne Ventures as we dive deep into Helene's transition into VC and her big plans for the future.
https://www.journeyone.vc/
https://www.landmarkworldwide.com/
Mantra: "Be Bold"
https://www.venture.university/
https://flowercompany.com/
https://www.ycombinator.com/
https://www.angellist.com/
https://www.thetwentyminutevc.com/harrystebbings/
https://www.alomoves.com/
https://www.linkedin.com/in/hservillon/
https://twitter.com/HServillon
[email protected]
If you have any questions or comments, feel free to reach out to me at [email protected]
For show notes and other information, please head to www.PersonalEquityPodcast.com
Today I'm joined by Sarah Maguire of Compass Real Estate. We dive deep into Sarah's dramatic rise towards the top of Boston's Real Estate market.
Real Estate Bio: https://www.compass.com/agents/sarah-maguire/
Instructor Bio: https://handlebarcycling.com/sarah-maguire/
https://www.instagram.com/sar.maguire/
https://www.instagram.com/maguire_group/
Business Coach Steve Shull: https://performancecoaching.com/
Book Rec: "Never Split the Difference" Chris Voss
If you have any questions or comments, feel free to reach out to me at [email protected]
For show notes and other information, please head to www.PersonalEquityPodcast.com
Today I'm joined by Mark Sobolewski of the Atlas Insurance. We dive deep into Mark's transition from the baseball diamond to the world of commercial insurance.
https://www.atlasinsuranceagency.com/team/mark-sobolewski
If you have any questions or comments, feel free to reach out to me at [email protected]
For show notes and other information, please head to www.PersonalEquityPodcast.com
In this episode, I'm joined by Chris Murphy of State Street. We dive deep into his role in the investing world, his career track, and how he personally invests in himself.
If you have any questions or comments, feel free to reach out to me at [email protected]
For show notes and other information, please head to www.PersonalEquityPodcast.com
The podcast currently has 19 episodes available.