Equity Granted: An Executive Chat

SFG Wealth Planning

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INVESTING

The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.

07/11/2022

Remote Work and Mobility Situations – A Conversation with Partner at Vialto Partners, Rob Cinberg

Are you a mobile public company executive who enjoys a flexible hybrid work model? If so, how do state-to-state taxes impact you, let alone non-US taxes should you work abroad during an abbreviated vacation? What are your remote mobility tax considerations should your location be either short or long term? What are your mobility tax considerations should you have a hybrid work situation? In this episode, we address both your employer’s remote tax situations your personal tax planning considerations to you, the flexible working executive, to help you better understand what a change in your mobility will mean to you.

31 min
06/30/2022

Tax Planning for The Expat Executive – A Conversation with Partner at Vialto Partners Rob Cinberg

Are you a public company executive who is either on assignment to the US or elsewhere in the world? If so, how do international taxes impact your personal situation? What are your mobility tax considerations should your location be either short or long term? What is “tax equalization” and how does it actually work? Are there other filings required of me as a non-US executive, such as the FBAR or form 8938? In this episode, we address personal tax planning for you the expatriated executive and help you better understand what a change in your mobility will mean to you.

36 min
05/11/2022

Change in Control: Equity Considerations for an Executive Impacted by a Company Split - A Conversation with ArentFox Schiff partner Michael Andresino

Are you a public company executive who is, or will be, affected by a change in control event, such as a spin-off? Do you have concerns around how the transaction will impact your LTI and other compensation benefits? Is there a plan in place allowing you to maximize benefits going forward? In this episode, we address personal financial planning considerations every executive should be asking when they’re impacted by a change in control event.

24 min
02/09/2022

Executive Women’s Wealth Building Through Compensation: Paths, Obstacles, Strategies and Tactics Part 2 - A Conversation with M3x Analytics LLC. Founder Linda Steffen

As an executive woman, what are your personal hopes and dreams for yourself and your family? What is wealth building within the context of your employment and what can be done to help you gain greater access to significant wealth creation? What can you do from a planning standpoint to ensure independence financially as you aspire towards the top C-Suite role within your organization or elsewhere? In this episode, we address several important questions every female executive should ask when planning for advancement either through the internal climb or by job hopping along with the impact on Total Direct Compensation (TDC) and wealth accumulation.

16 min
02/02/2022

Executive Women’s Wealth Building Through Compensation: Paths, Obstacles, Strategies and Tactics - A Conversation with M3x Analytics LLC. Founder Linda Steffen

As an executive woman, what are your personal hopes and dreams for yourself and your family? What is wealth building within the context of your employment and what can be done to help you gain greater access to significant wealth creation? What can you do from a planning standpoint to ensure independence financially as you aspire towards the top C-Suite role within your organization or elsewhere? In this episode, we address several important questions every female executive should ask when planning for advancement either through the internal climb or by job hopping along with the impact on Total Direct Compensation (TDC) and wealth accumulation.

16 min
12/21/2021

Special Needs Planning: A Conversation with Lesley Mehalick, Shareholder and Supervising Partner for the Estates and Trust Department of McAndrews Law Offices

Do you have a loved one with special needs, and what concerns do you have with regards to their financial future? How do you know if a special needs trust is right for your situation? What can you do from a planning standpoint to ensure independence financially for your special needs child? In this episode, we address several important questions every executive should ask when planning for their special needs child’s financial future.

27 min
10/05/2021

Knowing Your Market Value In Terms of Opportunity: A Conversation with M3x Analytics LLC. Founder Linda Steffen

This episode, we focus on what it means to know your market value in terms of opportunity. We are joined by Linda Steffen, M3x Analytics LLC. Founder.

36 min
08/10/2021

Special Needs Planning - A Conversation with Crystal Edwards

Nearly 54 million Americans cope with special needs and the rising associate expenses according to the National Organization on Disability. 1 in 26 American families are raising children with a disability. 69% of families say they are very concerned about being able to provide lifetime care for their dependents with special needs. Approximately 7 out of 10 Americans die without a valid will. Where does an executive start with planning for a future for their special needs child? What assets are necessary to ensure the optimal quality of life for their child? And how can the executive's estate planning be structured so that their child retains their government benefits? These are just a few examples of the types of questions executives ask when their career is moving along, their assets are accumulating, and they’re wanting to see a clear financial path into the future for themselves and a special needs child.

33 min
07/27/2021

Stock-Based Compensation – A Conversation with myStockOptions.com Editor-in-Chief and Co-Founder Bruce Brumberg

As an executive moves through their career, either within an organization or to others, various forms of stock-based compensation may be acquired. The long-term wealth creation from these various grants may be significant and yet the differences, tax implications, and complexity can be overwhelming. As always, the focus shouldn’t be on short-term rewards, but on the longer-term. The process of comparing different types of long-term incentive grants is one which provides the executive with greater understanding with the purpose of helping with meeting and exceeding their personal financial goals towards achieving peace of mind.

36 min
04/21/2021

Pension Planning - A Conversation with Steve Bowers

When an executive is faced with a pension decision, they’re making an irrevocable choice. Most executives will admit they don’t want to “blow it” and make the wrong decision. Often, they’re overwhelmed by the plethora of election options within the plan. When a company makes changes to its pension plan, this can throw a monkey wrench into the executive’s already well-thought-out timing strategy. Pension Planning is the process of comparing various pension election choices in order to determine an optimal strategy for the future.

40 min
02/24/2021

Financial Parity Planning with BDO’s Terry Adamson

When an executive is presented with an advanced role at another organization, they have various opportunities they need to compare. The focus shouldn't be on short-term, but long-term wealth creation not overlooking the financial implications of leaving money on the table. What would the new company need to offer to augment what they already have? Financial parity planning is the intricate process of comparing the complexities of the current grants and what the new company will offer for the purpose of helping the executive meet and exceed their personal financial goals.

38 min
SEASON 1 TRAILER

Season 1 Preview

This is a preview of the subjects we will cover in season 1 of our show!

1 min

TRAILER

Season 1 Preview

This is a preview of the subjects we will cover in season 1 of our show!

S1

•

1 min

The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.

Creator

SFG Wealth Planning
Years Active

2021 - 2022
Episodes

12
Rating

Clean
Copyright

© 2023 Equity Granted: An Executive Chat
Show Website

Equity Granted: An Executive Chat