Tech Personal Finance Podcast

Today I'm covering employee stock options, including:

• The most common types
• Tax implications
• Exercising considerations

PLUS we cover a key negotiation item if you're leaving your job.

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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:

• Cash savings
• Mortgage implications
• Exercising options

PLUS we cover a 401(k) mistake that you want to avoid.

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WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO?

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Weekly Vest, an email newsletter.

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Episode resources:

AMT Tax Blog

Modern Financial Planning

https://www.miketroxell.com/

Today I'm digging into Estate Planning:

• What is Estate Planning?
• When should I "complicate" things?
• Outside the box ideas.

PLUS we have an expert guest that drops in to share his thoughts.

WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO?

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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:

• What are RSUs and how are they taxed?
• Common misconceptions.
• The #1 concept you need to know.
• The Classic RSU Question.

I am covering these items and more!

WANT MORE EQUITY PLANNING TIPS?

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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.

• Should I contribute to an IRA or HSA?
• Is it better to be in a lower tax bracket?
• Are bonuses taxed more than regular income?
• Is AMT worth avoiding?

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.

• Should you file ASAP?
• Why might you owe more than expected?
• Should you do your own tax return?

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