Tech Personal Finance Podcast

Employee Stock Options: What You Need Know

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. ********** WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO? Join other listeners and subscribe to The Weekly Vest [https://mike-troxell.ck.page/], an email newsletter. ********** Episode resources: Stock Option Blog [https://www.modernfp.com/blog/employee-stock-options] AMT Tax Blog [https://www.modernfp.com/blog/amt] Modern Financial Planning [https://www.modernfp.com/] https://www.miketroxell.com/ [https://www.miketroxell.com/]

6 Considerations Before Leaving Your Job

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. ********** WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO? Join other listeners and subscribe to The [https://mike-troxell.ck.page/] Weekly Vest [https://mike-troxell.ck.page/], an email newsletter. ********** Episode resources: AMT Tax Blog [https://www.modernfp.com/blog/amt] Modern Financial Planning [https://www.modernfp.com/] https://www.miketroxell.com/ [https://www.miketroxell.com/]

Estate Planning: What You Need to Know

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? Join other listeners and subscribe to The Weekly Vest [https://mike-troxell.ck.page/], an email newsletter. Episode resources: Bio: Patrick Etchebehere [https://www.etchlawgroup.com/our-attorneys/] Probate Calculator [https://lawandsteinllp.com/probcalc/] Blog: Beyond An Estate Plan [https://www.modernfp.com/blog/beyond-estate-plan] Blog: Estate Planning Basics [https://www.modernfp.com/blog//estate-planning] https://www.miketroxell.com/ [https://www.miketroxell.com/]

RSUs: All You Need to Know About Restricted Stock Units

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? Join other listeners and subscribe to The Weekly Vest [https://mike-troxell.ck.page/], 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

Last Minute Tax Moves & Common Misconceptions

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 [https://mike-troxell.ck.page/], a weekly newsletter. Episode resources: https://www.modernfp.com/blog/hsa https://www.modernfp.com/blog/amt https://www.modernfp.com/blog/rsu