Tech Personal Finance Podcast Mike Troxell
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- Economía y empresa
Welcome to the Tech Personal Finance Podcast where we discuss all things affecting equity compensated individuals. We take a deep dive into topics via solo-episodes or with expert guests.
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Employee Stock Options: What You Need Know
Today I'm covering employee stock options, including:
The most common typesTax implications Exercising considerations
PLUS we cover a key negotiation item if you're leaving your job.
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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/ -
6 Considerations Before Leaving Your Job
Today I'm covering 6 key considerations before leaving your job, including:
Cash savingsMortgage 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?
Join other listeners and subscribe to The
Weekly Vest, an email newsletter.
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Episode resources:
AMT Tax Blog
Modern Financial Planning
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, an email newsletter.
Episode resources:
Bio: Patrick Etchebehere
Probate Calculator
Blog: Beyond An Estate Plan
Blog: Estate Planning Basics
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, 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, a weekly newsletter.
Episode resources:
https://www.modernfp.com/blog/hsa
https://www.modernfp.com/blog/amt
https://www.modernfp.com/blog/rsu -
7 Key Insights to Alleviate Tax Season Pain
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