Tech Personal Finance Podcast Mike Troxell

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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Episode resources:
Stock Option Blog
AMT Tax Blog
Modern Financial Planning
https://www.miketroxell.com/

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/

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?
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Episode resources:
Bio: Patrick Etchebehere
Probate Calculator
Blog: Beyond An Estate Plan
Blog: Estate Planning Basics
https://www.miketroxell.com/

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?
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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

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

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