Tech Exec Tax

Becki Iacopelli, MT, CFP®, CFA
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  • Investing

All Things Equity, Wealth & Tax The show for high earners navigating equity compensation, taxes, and wealth decisions at the executive level. From RSUs and stock options to IPOs, tax strategy, investments, and wealth building, each episode breaks down the complex money moves that come with building wealth from private or public companies with equity compensation. Whether you’re climbing at a Fortune 500 company, preparing for liquidity, or trying to maximize your wealth and minimize tax, this podcast delivers real world experience and practical insights on how to make your money work for you.

Episodes

  1. Season 1, Episode 1 Trailer

    Welcome to Tech Exec Tax! An Intro

    This is a brief description of what this podcast is all about. Please follow and subscribe to be notified of episodes coming up. Welcome!

    1 min

Trailer

About

All Things Equity, Wealth & Tax The show for high earners navigating equity compensation, taxes, and wealth decisions at the executive level. From RSUs and stock options to IPOs, tax strategy, investments, and wealth building, each episode breaks down the complex money moves that come with building wealth from private or public companies with equity compensation. Whether you’re climbing at a Fortune 500 company, preparing for liquidity, or trying to maximize your wealth and minimize tax, this podcast delivers real world experience and practical insights on how to make your money work for you.

Information

  • Creator
    Becki Iacopelli, MT, CFP®, CFA
  • Years Active
    2k
  • Episodes
    1
  • Rating
    Clean
  • Copyright
    © Becki Iacopelli, MT, CFP®, CFA
  • Show Website
    Tech Exec Tax