Equity Compensation & Smart Tax Planning

Protect Your Real Estate & Loved Ones

The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode Lance Welch and I dive deep into this topic, as well as many other legacy planning misconceptions.  Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles.  He was also a Sales and Leadership Director and oversaw over 3,000 reps in 14 states for a Fortune 100 company prior to stepping out on his own in late 2018.  He now has a book out, The Legacy Navigator, that we dive into because not many think about planning for when they die, but it’s very critical piece that most miss. We also discuss: 1. Legacy Plan Versus Will  2. Define Legacy Plan   3. Steps to take for legacy planning  4. Common themes across successful families  5. Silver sword v gold sword  6. What’s causing divorce rates & how to help it  7. Top sales tips  DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Reduce Stress & Build Wealth | Application

Have you ever heard of the silent killer?   Its name is stress. When we don’t know what to do with it, it can over take our lives and lead to bad decisions, poor choices and avoidable concerns.   This week’s podcast episode is all about how to manage stress. Molly is founder of Woodhull Wellness- a corporate wellness company! They provide mindfulness and meditation programing for people and corporations across the world to essentially help employee perform, communicate and avoid burnout. Molly herself has gotten degrees and verifications from univ of Denver, duke, Stanford and Harvard.  Listen to how I apply some of the practical tips in the main episode with Molly. DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Equity Compensation & Smart Tax Planning | Application

Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens. In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning. * Define RSUs, ISOs, NSOs * Easy tips tech employees can use to reduce their tax bill * When to exercise stock options? * Which share tranches should I prioritize * How real estate affects tax planning * Suggested withholdings or estimated tax payments * The best balance in terms of salary and stock compensation * Alternative Minimum tax and how to avoid it DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Equity Compensation & Smart Tax Planning

Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens. In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning. * Define RSUs, ISOs, NSOs * Easy tips tech employees can use to reduce their tax bill * When to exercise stock options? * Which share tranches should I prioritize * How real estate affects tax planning * Suggested withholdings or estimated tax payments * The best balance in terms of salary and stock compensation * Alternative Minimum tax and how to avoid it DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

The Lesser Known Skill to Keep Wealth | Application

The conversation covers the importance of saving to invest, self-awareness, emotional intelligence, effective communication, delivering tough feedback, actions over words, habit stacking, and accountability groups. Each chapter explores these themes in detail, providing valuable insights and practical tips for personal and professional growth. Takeaways * Importance of saving to invest * Self-awareness and emotional intelligence * Effective communication * Delivering tough feedback * Actions over words * Habit stacking and accountability groups DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.