<a href= "https://modernwealthbuilders.com/join-weekly-tips/">Join Weekly Tips Email List</a> Equity compensation can be a complicated financial planning topic to navigate especially if your company doesn't have the resources to provide the necessary education to help you make an informed decision. In this episode, I share some of the common top mistakes I see people make with their equity compensation.

Join Weekly Tips Email List Equity compensation can be a complicated financial planning topic to navigate especially if your company doesn't have the resources to provide the necessary education to help you make an informed decision. In this episode, I share some of the common top mistakes I see people make with their equity compensation.

<a href="https://modernwealthbuilders.com/join-weekly-tips/" rel="noopener noreferrer">Join Weekly Tips Email List</a> Equity compensation can be a complicated financial planning topic to navigate especially if your company doesn't have the resources to provide the necessary education to help you make an informed decision. In this episode, I share some of the common top mistakes I see people make with their equity compensation.

Top Mistakes People Make With Equity Compensation

Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to financial independence.

Whether you're managing equity compensation, navigating major financial decisions, or simply want to make smarter money moves, this podcast offers real-life planning insights rooted in both technical expertise and purpose-driven thinking.

🎯 Popular topics include:
	•	How to use your equity comp (ISOs, RSUs, NSOs) strategically
	•	When to invest excess cash (and when not to)
	•	Building a plan that supports the life you actually want
	•	Avoiding common tax traps as your wealth grows
	•	Financial planning for dual-income households

New episodes drop regularly with thoughtful conversations, solo deep dives, and real client case studies (shared anonymously, of course). Listen in and learn how to do more—with your money and your time.

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Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to financial independence. Whether you're managing equity compensation, navigating major financial decisions, or simply want to make smarter money moves, this podcast offers real-life planning insights rooted in both technical expertise and purpose-driven thinking. 🎯 Popular topics include: • How to use your equity comp (ISOs, RSUs, NSOs) strategically • When to invest excess cash (and when not to) • Building a plan that supports the life you actually want • Avoiding common tax traps as your wealth grows • Financial planning for dual-income households New episodes drop regularly with thoughtful conversations, solo deep dives, and real client case studies (shared anonymously, of course). Listen in and learn how to do more—with your money and your time.

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Top Mistakes People Make With Equity Compensation

Top Mistakes People Make With Equity Compensation

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