Tech Personal Finance Podcast

Mike Troxell
  • 5.0 (10)
  • CAREERS

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.

  1. 06/08/2023

    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. ********** WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO? Join other listeners and subscribe to The Weekly Vest, an email newsletter. ********** Episode resources: Stock Option Blog AMT Tax Blog Modern Financial Planning https://www.miketroxell.com/

    24 min

  2. 05/18/2023

    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. ********** WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO? Join other listeners and subscribe to The Weekly Vest, an email newsletter. ********** Episode resources: AMT Tax Blog Modern Financial Planning https://www.miketroxell.com/

    14 min

  3. 05/04/2023

    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/

    44 min

  4. 04/20/2023

    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

    27 min

  5. 04/06/2023

    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

    12 min

  6. 03/30/2023

    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

    25 min

  7. 04/08/2021

    Helene Servillon: Breaking into Venture Capital

    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 Helene@JourneyOne.vc If you have any questions or comments, feel free to reach out to me at mike@modernfp.com For show notes and other information, please head to www.PersonalEquityPodcast.com

    1h 10m

  8. 03/18/2021

    Sarah Maguire: Boston Real Estate Pro

    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 mike@modernfp.com For show notes and other information, please head to www.PersonalEquityPodcast.com

    52 min
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Ratings & Reviews

5
out of 5
10 Ratings

About

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.

Information

  • Creator
    Mike Troxell
  • Years Active
    2020 - 2023
  • Episodes
    19
  • Rating
    Clean
  • Copyright
    © Copyright 2023 Mike Troxell