Tech Personal Finance Podcast

Today I'm covering employee stock options, including:The most common typesTax implications Exercising considerationsPLUS 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 BlogAMT Tax BlogModern Financial Planninghttps://www.miketroxell.com/

Today I'm covering 6 key considerations before leaving your job, including:Cash savingsMortgage implications Exercising optionsPLUS 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 TheWeekly Vest, an email newsletter.**********Episode resources: AMT Tax BlogModern Financial Planninghttps://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? Join other listeners and subscribe to The Weekly Vest, an email newsletter.Episode resources: Bio: Patrick EtchebehereProbate CalculatorBlog: Beyond An Estate PlanBlog: Estate Planning Basicshttps://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? Join other listeners and subscribe to The Weekly Vest, an email newsletter.Episode resources: https://www.modernfp.com/blog/wash-salehttps://www.modernfp.com/blog/doubletaxhttps://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/hsahttps://www.modernfp.com/blog/amthttps://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/doubletaxhttps://www.irs.gov/pub/irs-pdf/fw4.pdf

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/HServillonHelene@JourneyOne.vcIf you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com

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

Today I'm joined by Mark Sobolewski of the Atlas Insurance. We dive deep into Mark's transition from the baseball diamond to the world of commercial insurance.https://www.atlasinsuranceagency.com/team/mark-sobolewskiIf you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com

In this episode, I'm joined by Chris Murphy of State Street. We dive deep into his role in the investing world, his career track, and how he personally invests in himself.If you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com

In this episode I'm joined by Sales Leader Ernest Owusu. We dig into the mindset of his transition from professional football (including the NFL) to the fast paced world of Tech sales. We discuss how he juggles leading his team, while still being able to close deals. We also dig into how he prioritizes his family, and how that carries over into his day job.Book Recommendations: Fanatical Prospecting by Jeb Blount, The Challenger Sale by Matthew Dixon and Brent Adamson, Never Split The Difference by Chris VossIf you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com

In this episode I'm joined by Kelly Klingaman, a VP at Dimension Fund Advisors. We discuss both how she ups her game when it comes to marriage, her career, parenting, and everything in between. We also dig into Dimensional Fund Advisors and how they differ from the competition. Recommendations: Fair Play by Eve Rodsky, The Entitlement Trap by Richard Eyre, Positive Parenting SolutionsIf you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com

In this episode, I'm joined by University of Pacific basketball coach Luke Wicks. We dive deep into the reality of climbing up the coaching ranks, what he's learned from his mentors, and what he does to raise his game.Links:https://pacifictigers.com/sports/mens-basketballhttps://www.coachmeyer.com/https://www.npr.org/podcasts/510313/how-i-built-thisIf you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com

Today I'm joined by Registered Dietitian Jackie Bertoldo, an Assistant Director of Nutrition at Stanford University. We discuss Jackie's career while touching on diet, time management, mentors, parenting, and more. If you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com

In this episode, I'm joined by University of California-Berkeley Rowing Head Coach Scott Frandsen. We dig into Scott's mindset as both a coach and an athlete. We also discuss his triathlon days and how he invests in his career.If you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com

Today I'm joined by Phil Seibel of the Collaborative Planning Group. We dive deep into Phil's transition from the pitcher's mound to becoming a go-to insurance professional.https://collaborativeplanninggroup.com/If you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com

In this episode, I'm joined by Hans Struzyna - a luxury real estate professional, Olympian, and podcaster. We dive deep into Hans' investments in himself and how he separates himself in the competitive industry of real estate.For more information about Hans, please see https://hansstruzyna.com/To download Hans' power list, head here. https://hansstruzyna.com/power-list/If you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com

In this episode, I'm joined by BizHaven CEO Alex Wicks. We dive deep into the mindset of launching a fast-growing profitable startup in the HR Consulting Industry. We also discuss the art of delegation and how she remains sharp for every day surprises.If you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com

A short episode on the origination of this podcast.If you have any questions or comments, feel free to reach out to me at mike@modernfp.comFor show notes and other information, please head to www.PersonalEquityPodcast.com