Podcasts about stock options

Companies often use stock options as an incentive to attract talent, and while highly coveted, they are also highly complex and often misunderstood. Donna and Nathan discuss two common types of stock options, RSUs and non-qualified stock options, and how they work. Also on MoneyTalk, 7 milestone ages in retirement planning, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/6/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Feeling like you're stuck living paycheck to paycheck?

Hear your host, AJ Ayers, share her expertise on equity compensation as a special guest on Peter Lazaroff's podcast, The Long-Term Investor! In this focused conversation, AJ shares insights on critical year-end tax planning, developing multiyear strategies for stock options and RSUs, managing risk, preserving gains, and simplifying selling strategies. For the video recording, check out the Long Term Investor podcast on YouTube. Key Moments: 00:37 - Year-End Tax Planning for Equity Comp 03:54 - Long-Term Equity Strategy & Diversification 09:24 - Exercising Private Company Stock Options 14:10 - Managing Equity Compensation Risk 22:27 - Advanced Tactics for Mixed Equity Packages 25:38 - Strategies to Minimize Taxes on Gains 32:49 - Automated Selling with 10b5-1 Plans 34:56 - Final Tips & Takeaways

Stock-based Compensation (SBC) has been a hallmark of the SaaS and Cloud industry since the early days. Stock Options, Restricted Stock Units, Strike Price, and vesting periods continue to be a key discussion point for potential hires. Today's episode covers how Stock-based compensation impacts Operating Expenses on the Income Statement...and how SBC can impact SaaS metrics.Dave "CAC" Kellogg and Ray "Growth" Rike dive into the details of Stock-Based Compensation in today's episode including:What is Stock-Based Compensation (SBC)How does a company pay/account for SBCWhat kind of expense is Stock-Based CompensationWhere does SBC show up on an Income StatementHow can SBC impact SaaS metricsStock-Based Compensation can be a very complex and nuanced topic, but if you are a SaaS executive, a SaaS employee with stock options, or a SaaS company investor, this conversation and episode is full of detailed insights.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to our Q2 2025 market commentary!Join us as we discuss:➡️Q1 review➡️Cars and tariffs➡️Bonds and interest rates➡️Our outlook➡️Bull case / Bear caseTo stay in the loop on more insights, visit: www.consiliowealth.com/insightsDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

Kenneth Leon believes Spotify (SPOT) has "all the appeal" of a growth stock in the current economic environment. He expects the company to withstand recession risks alongside streaming peers like Netflix (NFLX), though Kenneth says Spotify has to beat on fundamentals in its earnings tomorrow. Tom White offers a pair of options trades in the streaming giant.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, we dive into the 83(b) Election—a tax strategy that can have significant financial implications for individuals who receive stock as part of their compensation. While it might sound technical, understanding how it works can be crucial for employees, particularly in startups and the tech sector.The 83(b) Election allows recipients of stock grants to pay taxes on the stock's value at the time of the grant rather than waiting until it vests. If the stock appreciates over time, this decision can result in substantial tax savings, as the taxable income is locked in at a lower rate. However, it's not always the best choice, and there are key risks to consider. Once the election is made, it cannot be reversed, and the taxes must be paid upfront, regardless of future stock performance.Amy walks us through a real-world example with a hypothetical client, Emily, a software engineer who receives 10,000 shares of restricted stock. If she files the 83(b) Election when the shares are valued at $1 each, she pays taxes on $10,000. Four years later, if the stock is worth $10 per share, she avoids paying income tax on $100,000 when the stock vests, benefiting from long-term capital gains treatment instead. Without the election, she would be taxed on the stock's higher value at vesting, potentially leading to a much larger tax bill.We also discuss how 83(b) applies to stock options using another hypothetical client, Mark, a doctor in the healthcare field. If Mark exercises his options early while the stock is at $2 per share and files an 83(b) Election, he eliminates the income tax liability at vesting and benefits from capital gains treatment on future gains. Without filing, he would owe income tax on the difference between the strike price and the stock's value at vesting, which could lead to a massive tax burden.However, the 83(b) Election is not for everyone. Key risks include leaving the company before stock vests, the stock declining in value, or not having the cash available to pay the upfront tax. Timing is also critical—filing must be completed within 30 days of the grant or exercise, with no exceptions. The process involves submitting a signed election form to the IRS via certified mail, providing a copy to the employer, and attaching the form to the tax return for that year.Ultimately, the 83(b) Election can be a powerful tax-saving tool, but it requires careful consideration. If you're receiving stock as part of your compensation, understanding this option and consulting a financial professional can help determine if it's the right move for you. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Episode 372 April 26, 2025   Welcome to The Weekly Option, a weekly program that offers practical trades and discussion for beginners and professionals alike.   The topic of the week is context.     In this week's show, we will cover the trades from last week on NIO Inc, Pfizer Inc, and Lyft Inc.… Continue reading Episode 372 Trading podcast for stock options April 26, 2025

In this episode of The Liquidity Event, AJ and Shane talk non-qualified stock options (NSOs), explaining the common mistakes people make, tax implications, and strategic approaches to maximize your equity compensation. Key Timestamps: 0:00 - Intro and a few laughs 3:45 - The biggest mistake with NQSOs 6:45 - How taxation works upon exercise 10:15 - NQSOs and Alternative Minimum Tax 15:45 - Multiple grant strategies: the Goldilocks approach 19:45 - When to exercise and hold vs. wait 23:30 - The "least regret" strategy 26:15 - Overconfidence and substantial risk of forfeiture 28:45 - Real-world Reddit question about forgotten options Connect with us: Email: liquidityevent@brooklynfi.com Ask us financial questions via voicemail: memo.fm/liquidityevent Don't forget: please like, subscribe, and leave a review! #EquityCompensation #StockOptions #NQSOs #FinancialPlanning #TaxStrategy  

Millionaire Trader Podcast by David Capablanca (The Friendly Bear) - Interviewing Cody Yeh, a millionaire stock options and real estate investor.

Join Chris Kaminski & Hao Dang as they discuss:➡️What's going on in markets right now➡️Liberation day and what we think is nextTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

Navigating tech salaries and equity can be confusing, but understanding the details of stock options, RSUs, and compensation strategies can significantly impact your financial future. Compensation expert, Kimberly Hodgdon, who has worked with major tech companies like Netflix and Pinterest, breaks down key insights to help you maximize your earning potential such as:How to decipher and negotiate tech compensation packages, including RSUs and ESPPs.Strategies for evaluating a company's stock value before accepting an offer.Expert tips on managing equity for long-term financial success.Show NotesWeekly Newsletter Sign-Up: http://bit.ly/37hqtQWThe Salary Project: https://www.careercontessa.com/the-salary-project/LevelsFYI: https://www.levels.fyi/Blind: https://www.teamblind.com/salaryGuest Resources:Kimberly Hodgedon: https://www.linkedin.com/in/kimberlyhodgdon/The Comp Team: https://www.thecompteam.com/Comp. Template: Spreadsheet to calculate Total CompensationCareer Contessa ResourcesBook 1:1 career coaching session: https://www.careercontessa.com/hire-a-mentor/Take an online course: https://www.careercontessa.com/education/Get your personalized salary report: https://www.careercontessa.com/the-salary-project/Browse open jobs: https://www.careercontessa.com/jobs/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1. Seth begins a review of Luke 7, examining the faith of the Centurion.2. Seth responds to a listener submission about owning stock.

Kevin apparently has the opportunity to CASH OUT of some stock that he has in Paramount??!!

Kaari Kink on Eesti riskikapitalistide ühenduse EstVCA president ja endine Superangel investeeringute juht. Ta on seotud enam kui 50 ettevõttesse investeerimisega. Selles episoodis saad teada:Tiim vs idee: Miks on meeskond olulisem kui algne kontseptsioon?Hustler, Hipster & Hacker — tulemuslik varajase faasi tiimi valem.Pre-seed/seed vs series A: Milliseid töötajaid vajad erinevatel etappidel?Võidujooks ajaga: Kuidas vältida raha põletamist enne sihtturu kinnitamist?Osalusoptsioonid: Kuidas leida ja hoida tipptalente optsioonidega?Peidetud talendid: Kaari venna inspireeriv teekond Montonios.

Join Chris Kaminski & Hao Dang as they discuss:➡️Correction on uncertainty➡️Consumer confidence hits a new low➡️Maleficent 7To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

On tonight's episode, Brooks and the boys discuss which coaches have the most to prove this season. What are the biggest obstacles for some college football playoff contenders? During the local hour, we are going to talk about spring stocks we are purchasing. Follow Brooks on Twitter: twitter.com/brooksaustinba Follow Brooks on Instagram: Instagram.com/brooksaustinba Subscribe to Patreon: https://www.patreon.com/brooksaustin Merch: https://www.universitiesforever.com/collections/the-film-guy?srsltid=AfmBOorER1HarPFY2LnaE-o7-Buoaixs652Lkv_NzIGKModpY-HVb1sV Mando: shopmando.com Discount Code: FGN #ad

In this episode, Dr. Preston Cherry breaks down the essentials of equity compensation—RSUs, ISOs, NQSOs, and ESPPs. He explains how taxes and behavioral biases can influence your decisions and offers smart strategies to maximize your equity benefits while avoiding common traps.Takeaways:• Know your tax impact• Sell RSUs to cover taxes• ISOs can lower taxes• ESPPs offer discounted stock• Plan ahead to win bigWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

On tonight's episode, Brooks and the boys discuss which coaches have the most to prove this season. What are the biggest obstacles for some college football playoff contenders? During the local hour, we are going to talk about spring stocks we are purchasing. Follow Brooks on Twitter: twitter.com/brooksaustinba Follow Brooks on Instagram: Instagram.com/brooksaustinba Subscribe to Patreon: https://www.patreon.com/brooksaustin Merch: https://www.universitiesforever.com/collections/the-film-guy?srsltid=AfmBOorER1HarPFY2LnaE-o7-Buoaixs652Lkv_NzIGKModpY-HVb1sV Mando: shopmando.com Discount Code: FGN #ad

Conservatives are asking Mark Carney to publicly release information on all of his multi-million dollar stock options. Prime Minister Mark Carney has claimed that he cancelled the carbon tax but in reality, the federal carbon pricing law remains in effect. Canada, the U.S. and Mexico are all facing negative economic consequences due to President Donald Trump's tariffs, while China is benefitting. Tune into the Daily Brief with Cosmin Dzsurdzsa and Clayton DeMaine! Learn more about your ad choices. Visit megaphone.fm/adchoices

Neste Bitalk vamos descobrir todos os truques juridicos que só os advogados de startups sabem com Luís Roquette Geraldes, Advogado e Partner na Morais Leitão. Startups estão a lavar dinheiro em Portugal?

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the concept of exchange funds, particularly for individuals with concentrated stock positions. They explore the implications of holding large amounts of stock in a single company, the tax ramifications of diversifying, and various strategies to manage risk and enhance portfolio diversification. The conversation emphasizes the importance of working with financial and tax advisors to create a tailored strategy for managing concentrated stock positions.   Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo   Takeaways Exchange funds are a solution for diversifying concentrated stock positions. Concentrated stock positions can lead to significant financial risk. Tax implications are crucial when considering diversification strategies. Exchange funds require a long-term commitment, often up to seven years. Diversification can be achieved through various strategies, including options. A collared option strategy can protect against downside risk while allowing for some upside. Exchange fund replication maintains liquidity while providing diversification benefits. It's essential to coordinate with financial and tax advisors for effective planning. Investors should consider their overall portfolio strategy, not just individual investments. Creating a financial plan is vital for managing concentrated stock positions. Chapters 00:00 Introduction to Exchange Funds 02:32 Understanding Concentrated Stock Positions 05:39 Defining Exchange Funds 07:53 Strategies for Diversification 13:17 Advanced Strategies for Managing Stock Positions 16:33 Final Thoughts and Recommendations

Join Chris Kaminski & Hao Dang as they discuss:➡️Tariffs➡️The top 10% account for 50% of consumer spending➡️Trump trade unwound➡️Consumer confidence To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

When you accepted the offer, maybe you imagined being in the group photo when your boss rang the bell at NASDAQ. But five years later, your company just raised its Series C, and an IPO isn't on the horizon. Meanwhile, you need liquidity — whether it's for a down payment on a house, starting a family, or another major life event. The stock options you've earned are fully vested, but they're just sitting there. So how do you turn them into cash? If your company allows it, you can sell your shares to an accredited investor, assuming you can find a buyer who'll meet your price. That's where the secondary market comes in. I spoke with Phil Haslett, founder and Chief Strategy Officer at EquityZen, a platform that helps startup employees sell a portion of their equity to investors looking to get in on high-growth companies before they go public. We took a deep dive into how the secondary market works, its risks and rewards, and how aspiring founders can even use it to bootstrap their own startups. Disclaimer: This interview is for informational purposes only. Nothing Phil says should be interpreted as financial advice. RUNTIME 41:54 EPISODE BREAKDOWN (0:00) I used Descript to create an elaborate cold open for this episode, please listen. (3:19) The specific pain point that led Phil and Atish to start EquityZen. (5:11) “ I've kind of gone through maybe two or three evolutions of the IPO markets since EquityZen started.” (7:57) All things being equal, early-stage tech workers take on more risk than founders or investors. (9:12) Few workers are well-informed about the secondary market, “but it's not their fault.” (11:38) “ At some point, employees start to decide that maybe where they want to work — or maybe where they want to keep working — might be informed a bit by what they can or can't do with their equity.” (13:06) Should we keep the traditional four-year vesting schedule, or scrap it for something new? (14:14) Typical reasons why sellers turn to the secondary market. (16:25) EquityZen's typical selling size and average investment size, as of November 2024. (18:52) ” You're probably not gonna get a billion-dollar valuation for your shares purely based on structure alone.” (20:45) Keep close track of your equity, especially if you think you're going to be laid off. (22:20) Consult a financial services professional before you start the process. (24:16) “ The first steps are kind of just also learning if you can sell your shares.” (27:04) “ The company that you held shares in, if it went to zero: would you regret that you didn't sell?” (30:10) A framework for figuring out whether the secondary market is worth the time and trouble. (33:25) Offer your employees liquidity without jeopardizing morale or financial stability. (36:27) Phil's founder pitch: “ We're gonna support you all along the way. We can help you with liquidity in the future.” (39:16) Tips for approaching your CEO to ask about liquidity options. LINKS Phil Haslett, co-founder/Chief Strategy Officer Atish Davda, co-founder/CEO EquityZen Descript stock library: Music: She Was In Hawaii (Lap Steel) SFX: Bar Background Ambience 01 SFX: Ocean Waves Crashing Ambience SUBSCRIBE

Join Chris Kaminski & Hao Dang as they discuss:➡️Trump's FTC➡️Federal worker reduction➡️International stocks beating US➡️RIP US pennyTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

    In this episode of our podcast, I had the pleasure of welcoming back Cam McCarroll, a seasoned real estate investor and entrepreneur, to discuss his journey through various investment strategies, including real estate, stock options, and Bitcoin.   We kicked off the conversation with a light-hearted exchange about my recent trip to Costa […] The post Exploring Investment Strategies: From Real Estate to Stock Options and Bitcoin first appeared on Sarah Larbi Developments.

In this episode of The Liquidity Event: Money & Finance with Shane and AJ, we unpack everything you need to know about Incentive Stock Options (ISOs) - from basic tax implications to advanced strategies for maximizing your equity compensation. Key Timestamps: 0:28 - Introduction to Incentive Stock Options (ISOs) 10:26 - Why ISOs get special tax treatment 13:29 - Exercising ISOs: Common pitfalls and best practices 15:45 - Case Study: Recovering $50k in lost tax credits 23:52 - The 5% rule: When to exercise your ISOs 25:39 - Breaking down ISO exercises into manageable chunks 27:28 - AMT credits explained: Getting your money back 28:30 - Year-end timing strategies for ISO exercises 31:28 - How to avoid losing valuable tax credits Connect with us: Email: liquidity@brooklyn.com Leave a voicemail: memo.fm/theliquidityevent/ Please like, subscribe, & leave us a review! New episodes drop every Friday. #EquityCompensation #StartupLife #StockOptions #PersonalFinance #TaxStrategy #FinancialPlanning #WealthManagement #TechCompensation  

Join Chris Kaminski & Hao Dang as they discuss:➡️Mag 7 earnings expectations (they're high)➡️DeepSeek➡️Tariffs➡️Eggs...again...➡️Amazon exceeds Walmart in revenueTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How to analyze P/E ratios, How to know if a company will become profitable, How to value stock options and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun300

Join Chris Kaminski & Hao Dang as they discuss:➡️Predictions from 2024 that were wrong and right➡️Hao's predictions for 2025➡️Chris' predictions for 2025To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

Join Chris Kaminski & Hao Dang as they discuss:➡️Record low cash allocation➡️Fed changes its tune on rate cuts➡️Mag 7 still dominating➡️Washington state minimum wageTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

In this episode of So Money, Farnoosh answers a variety of listener questions including how to manage finances during a job transition and prioritize severance pay, Should you ever pause 401(k) contributions? Also: The best time to execute stock options and how to qualify for a mortgage as an entrepreneur. Sign up for Farnoosh's free Investing BlueprintFollow on InstagramJoin the So Money Members ClubRegister for Book to BrandLeave a review on Apple PodcastsOrder Farnoosh's new book, A Healthy State of Panic

In this episode of ThimbleberryU, we dive into actionable strategies to make 2025 a banner year for financial growth. We focus on practical, often-overlooked habits that can help listeners tackle common hurdles in financial planning, like maximizing contributions, handling stock options, estate planning, and finding a healthier work-life balance.Amy Walls begins by discussing the challenges of maximizing tax-advantaged contributions. She emphasizes the importance of building habits, likening it to brushing your teeth or exercising. A gradual increase—like raising 401(k) contributions by 1% each month—can make these adjustments manageable and sustainable. Small, consistent actions build financial momentum.Next, we tackle stock options and RSUs, particularly for those in the tech sector. Amy recommends diversifying holdings to avoid placing all financial eggs in one basket. Planning how to reinvest proceeds from selling stock in advance can help manage the emotional hurdles of timing sales. She advises consulting trusted individuals with relevant experience and reframing decisions as part of a larger financial strategy.For those with excess cash flow, Amy suggests breaking large decisions into smaller, less intimidating steps. Like planting a garden, starting small with investments and building over time allows for control and adaptability. Monthly transfers, for example, can help build confidence without feeling overwhelming.Estate planning is another key area where procrastination reigns. Amy advises creating annual check-ins and starting small—like updating beneficiary designations—to make progress feel less daunting. Life changes happen frequently, making regular updates essential to ensure alignment with current goals.We also explore the art of meaningful giving, whether to charities or family. Simplifying the process—such as focusing on a few causes or using donor-advised funds—can make giving more impactful and less stressful. Transparent family conversations around financial goals can further reduce misunderstandings.Finally, we discuss achieving better work-life balance by prioritizing personal goals with the same importance as professional ones. Amy shares her own experience of scheduling personal tasks, like watering plants, alongside work obligations. She emphasizes making vacation planning and funding non-negotiable and leveraging delegation to minimize stress.The overarching message is that financial success in 2025 depends on small, consistent changes, intentional planning, and balancing priorities. For personalized support, we encourage you to connect with Thimbleberry Financial, below. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

From faith to famine - Dealing with Bad Stock OptionsWebsite: http://www.battle4freedom.com/Network: https://www.mojo50.comStreaming: https://www.rumble.com/Battle4Freedomhttps://www.biblegateway.com/passage/?search=Proverbs%2022%3A6&version=CJBProverbs 22:6Train a child in the way he [should] go; and, even when old, he will not swerve from it.Genesis 29:1 Continuing his journey, Ya`akov came to the land of the people of the east. 2 As he looked, he saw a well in a field; and there were three flocks of sheep lying there next to it; because they watered the sheep from that well. The stone on the well's mouth was large, 3 and only when all the flocks had gathered there would they roll the stone away from the opening of the well and water the sheep. Then they would put the stone back in its place on the well's opening.Genesis 29:4 Ya`akov said to them, "My brothers, where are you from?" They answered, "We're from Haran." 5 He asked them, "Do you know Lavan the [grand]son of Nachor?" They said, "We do." 6 He asked them, "Are things going well with him?" "Yes," they answered, "and here comes his daughter Rachel with the sheep." Genesis 29:7 He said, "Look, there's still plenty of daylight left; and it isn't time to bring the animals home; so water the sheep; then go, and put them out to pasture." 8 They answered, "We can't, not until all the flocks have been gathered together, and they roll the stone away from the opening of the well. That's when we water the sheep."Genesis 29:9 While he was still speaking with them, Rachel came with her father's sheep, because she took care of them. 10 When Ya`akov saw Rachel the daughter of Lavan his mother's brother, and the sheep of Lavan his mother's brother, Ya`akov went up and rolled the stone away from the opening of the well and watered the flock of Lavan his mother's brother. Genesis 29:11 Ya`akov kissed Rachel and wept aloud. 12 Ya`akov told Rachel that he was her father's relative, and that he was Rivkah's son; and she ran and told her father. 13 When Lavan heard the news of Ya`akov his sister's son, he ran to meet him, hugged him and kissed him, and brought him to his house. Ya`akov told Lavan all that had happened. Genesis 29:14 Lavan said to him, "You are indeed my own flesh and blood." After Ya`akov had stayed with him for a whole month, 15 Lavan said to him, "Why should you work for me for nothing, just because you are my relative? Tell me how much I should pay you." 16 Now Lavan had two daughters; the name of the older was Le'ah, and the name of the younger was Rachel. 17 Le'ah's eyes were weak; but Rachel was good-looking, with beautiful features.Genesis 29:18 Ya`akov had fallen in love with Rachel and said, "I will work for you seven years in exchange for Rachel your younger daughter." 19 Lavan answered, "Better that I give her to you than to someone else; stay with me." 20 So Ya`akov worked seven years for Rachel, and it seemed only a few days to him, because he was so much in love with her.Genesis 29:21 Ya`akov said to Lavan, "Give me my wife, since my time is finished, so that I can start living with her." 22 Lavan gathered all the men of the place and gave a banquet. 23 In the evening he took Le'ah his daughter and brought her to Ya`akov, and he went in and slept with her. 24 Lavan also gave his slave-girl Zilpah to his daughter Le'ah as her slave-girl.Genesis 29:25 In the morning Ya`akov saw that he was with Le'ah, and he said to Lavan, "What kind of thing is this that you've done to me? Didn't I work for you for Rachel? Why have you deceived me?" 26 Lavan answered, "In our place that isn't how it's done, to give the younger daughter before the firstborn. 27 Finish the marriage week of this one, and we'll give you the other one also in exchange for the work you will do for me during yet another seven years." Genesis 29:28 Ya`akov agreed to this, so he finished her week, and Lavan gave him his daughter Rachel as his wife. 29 Lavan also gave to his daughter Rachel his slave-girl Bilhah as her slave-girl. 30 So not only did Ya`akov go in and sleep with Rachel, but he also loved Rachel more than Le'ah. Then he served Lavan another seven years.Genesis 29:31 Adonai saw that Le'ah was unloved, so he made her fertile, while Rachel remained childless. 32 Le'ah conceived and gave birth to a son, whom she named Re'uven [see, a son!], for she said, "It is because Adonai has seen how humiliated I have been, but now my husband will love me." Genesis 29:33 She conceived again, gave birth to a son and said, "It is because Adonai has heard that I am unloved; therefore he has given me this son also." So she named him Shim`on [hearing].Genesis 29:34 Once more she conceived and had a son; and she said, "Now this time my husband will be joined to me, because I have borne him three sons." Therefore she named him Levi [joining].Genesis 29:35 She conceived yet again, had a son and said, "This time I will praise Adonai"; therefore she named him Y'hudah [praise]. Then she stopped having children.

Join Chris Kaminski & Hao Dang as they discuss:➡️Earnings buzzword - tariffs➡️FTC and SEC leadership➡️Crypto and M&A➡️Social Security Tax Cuts➡️The state of financial literacyTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

(0:00) Intro.(2:05) About the podcast sponsor: The American College of Governance Counsel.(2:52) Start of interview. (3:36) Tom's origin story.(5:37) The start of his career with Merrill Lynch (1991-2008).(7:00) The financial crisis and his transition to the NYSE (2009-2013).(10:53) His time at BlackRock (2013-2022).(15:14) Defining private markets: "VC-backed pre-IPO private companies typically worth $1b ie. unicorns." Comparing public and private markets. Impact of the JOBS Act (2012).(18:47) About the Nasdaq Private Market (NPM). Why companies do tender offers in private companies. Managing secondary liquidity.(26:31) Distinguishing liquidity for employees, founders, and investors (cap table cleanup). Function of IPO.(32:40) On regulation of private markets ("private markets are under regulated"). Difference between public and private markets: information asymmetry.(41:23) Current private market dynamics (2021-2024). "We're optimistic that 2025 will be a great year"(45:32) On the role of AI: "it has been the story of the public markets and private markets in 2024."(50:26) Books that have greatly influenced his life.How to Win Friends and Influence People, by Dale Carnegie (1936) Never Split the Difference, by Chris Voss (2016) "Tactical empathy"(52:52) His mentors. (54:47) Quote that he thinks of often or lives his life by: "Whether you think you can, or think you can't - you're right," (Henry Ford)(57:05) Cultural differences in venture between NY and Silicon Valley.(58:19) An unusual habit or absurd thing that he loves: he's a volunteer pilot for Dogs for Good.(59:38) The person he most admires.Tom Callahan is the CEO and Manager of the board of managers of Nasdaq Private Market (NPM). You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

V epizodi 163 je bil moj gost Gregor Rebolj, serijski podjetnik z obsežnim tehničnim znanjem. Soustanovitelj podjetja Klika (združenega s Sportradarjem), z izkušnjami na področju strategije in inovacij. Soustanovitelj sklada Silicon Gardens. V epizodi se dotaknemo naslednjih tematik: Uspešnost na YouTube Investiranje denarja, skladi in podjetništvo Biti dober investitor in družbena omrežja Gregorjeva kariera Od inženirja do podjetnika - Sportradar in Klika Solastništvo podjetja, Stock Options Sportradar - športni podatki, stave in rast podjetja Exit, multiple in IPO Upravljanje premoženja, Venture Capital Dober Start-up, skladi in investiranje v podjetja Validacija ideje, Product Market Fit Acquired podkast, testiranje produktov in uspešna prodaja Revolucija AI in najbolj uspešna AI podjetja Geopolitika in priložnosti za razvoj Slovenije ============= Obvladovanje matematike je ključ do odklepanja neštetih priložnosti v življenju in karieri. Zato je Klemen Selakovič soustvaril aplikacijo Astra AI. Ta projekt uteleša vizijo sveta, kjer se noben otrok ne počuti neumnega ali nesposobnega. Kjer je znanje človeštva dostopno vsakomur. Pridruži se pri revoluciji izobraževanja s pomočjo umetne inteligence. https://astra.si/ai/  

Thinking about hiring a financial advisor? It could be a great decision—if you know how to evaluate them. Get my free worksheet to follow a proven process and avoid common mistakes. -----  Navigating equity compensation can be tricky, especially when the year-end tax clock is ticking.  In this episode, Ally Jane Ayers, a leading expert in the complex world of equity compensation, shares tax-smart strategies to optimize your stock options, RSUs, and equity packages. Whether you hold RSUs, ISOs, or stock options at a private company, Ally's insights will help you tackle tricky tax issues, reduce over-concentration risks, and align your equity with your financial goals.   Listen now and learn:   Key tax considerations for equity compensation before December 31. How to avoid costly under-withholding on RSUs. Advanced strategies to diversify concentrated stock positions and preserve gains. The power of 10b5-1 plans for stress-free stock selling.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [00:37] Key Tax Considerations for Year-End Stock Compensation Planning [03:54] The Importance of Multiyear Equity Planning [09:24] Exercising Stock Options at Private Companies [14:10] Managing Risk with Equity Compensation [22:27] Advanced Strategies for Managing Mixed Equity Packages [25:38] Creative Ways to Preserve Gains and Minimize Taxes [32:49] Leveraging 10b5-1 Plans for Stress-Free Selling [34:56] Final Tips for Equity Compensation Holders

Options trading is typically reserved for the highly skilled investor, however employee stock options are one exception, and many who own them lack a clear understanding of how they really work. Nathan discusses some different types of employee stock options and how to navigate their rules and features. Also on MoneyTalk, principles of investing from David Rubinstein‘s book, “How to Invest: Masters on the Craft”. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 12/6/2024; Original Air Dates: 5/17/2023 & 6/9/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In this week's episode of Market Mondays, we dive into a variety of topics shaping the world of investing. First, we explore Meta's ambitious $10 billion investment in undersea fiber optic cables, discussing how this could revolutionize global connectivity and uncover exciting investment opportunities. Troy delivers a detailed presentation on stock options, offering actionable insights to elevate your portfolio strategy. On the crypto front, we break down XRP's leap to the #3 spot in crypto market cap, fueled by BlackRock and JP Morgan launching XRP ETFs, and analyze its future in the crypto ecosystem. We also discuss the possibility of Microsoft adding Bitcoin to its asset portfolio after insights from Michael Saylor, and what this could mean for both the tech giant and the broader crypto market. Could XRP dethrone Bitcoin as the top cryptocurrency? We evaluate what it would take for XRP to challenge Bitcoin's dominance.Switching gears, we examine Trump's tariffs and their potential impact on various industries and the market over the next four years. We also highlight high-growth, high-debt companies like MicroStrategy and quantum computing firms, analyzing their growth drivers and whether this momentum is sustainable. For crypto enthusiasts, we share our predictions on the next big market run, questioning whether it will happen by early 2024 or stretch into late 2025. We also discuss our top stock picks beyond giants like Apple and Microsoft, explaining why these under-the-radar investments could be game-changers. Finally, we examine the implications of industry leaders like Bill Ackman, Marc Andreessen, and Travis Kalanick joining the Department of Government Efficiency, and how their expertise could reshape government operations and unlock new investment opportunities. Tune in for a comprehensive discussion packed with insights to help you make informed investment decisions! #MarketMondays #Investing #Crypto #StockMarket #Meta #XRP #Bitcoin #Microsoft #Tariffs #HighGrowthStocks #BillAckman #MarcAndreessen #StockOptions #FinanceTipsSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- ⭐️ Open a Bond Account on ⁠⁠⁠⁠Public⁠⁠⁠⁠ to lock in your 6% or higher yield today, ⁠⁠⁠⁠Click Here!⁠⁠⁠⁠ ---

In this episode of ThimbleberryU, we tackle the complex and often surprising situation of receiving an early retirement offer from your employer.  Amy walks us through the essential considerations when navigating such an offer, emphasizing that while the initial reaction may be shock or panic, taking a step back to calmly assess the situation is crucial.The first point Amy makes is that understanding the details of the offer is essential. It's not just about a severance payment; early retirement packages might also include healthcare benefits, stock options, and other perks. A deep dive into these aspects is necessary to fully understand the implications, especially regarding taxes and retirement accounts. For example, lump-sum payments could push someone into a higher tax bracket, impacting overall cash flow. Additionally, unvested stock options and healthcare subsidies could significantly affect the offer's true value. Therefore, thoroughly reviewing the package over time ensures that all questions are addressed before making a decision.Amy also discusses evaluating the risks of turning down an offer, such as the possibility of forced retirement or layoffs in the near future. For some, making the decision themselves—rather than waiting for the company—can provide a greater sense of control and ease of mind. We also explore the financial side: big payouts often mean big taxes, and drawing from retirement accounts prematurely could result in penalties. Amy explains that, for some clients, continuing to work may not improve their retirement outlook due to the high tax burden on their income.Beyond the financial, the emotional aspect of this decision is key. Amy emphasizes the importance of aligning the offer with personal lifestyle goals. Is this a chance to change careers, pursue a passion project, or even relocate to be closer to family? For some, taking the offer can provide a sense of relief and new opportunities, while for others, the sacrifices may not be worth it.Ultimately, the decision to accept or decline an early retirement offer should be made with long-term happiness in mind. It's not just about the money—it's about living the life you want, both now and in retirement. Amy advises listeners not to let fear drive the decision and to seek expert guidance to navigate these complex choices. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Join Chris Kaminski & Hao Dang as they discuss:➡️The Trump trade➡️Tax Cuts and Jobs Act round 2➡️Inflation and immigration➡️FTC and SEC leadershipTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

  On this episode of Just Compensation, Jessica Kriegsfeld  speaks with Darren Goodman and Taryn E. Cannataro about stock options and Section 409A of the tax code, a complicated set of rules regulating the taxation of non-qualified deferred compensation, such as equity awards. The lawyers discuss how to structure stock options to avoid a penalty tax under Section 409A, including the importance of determining the exercise price of stock options correctly. Speakers: Darren Goodman, Vice Chair, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Jessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

In this week's episode of **Market Mondays**, we covered a wide range of key topics related to the current financial landscape. Ian shared his insights on stocks that could perform well if Donald Trump wins the next election, expanding on previous discussions about stocks to watch if Kamala Harris were to win. Troy also delivered an informative presentation on stock options, providing valuable strategies for navigating the market.We dove into the topic of **Bitcoin** and discussed whether it will continue to follow the Quantitative Easing, 4-year cycle. Ian also provided his **trading tip of the week**, emphasizing that "the shorter the time frame, the weaker the signal," offering advice on how to interpret market signals effectively.Another major topic was the **potential acquisition of Expedia by Uber**. We explored what this purchase could mean for both companies and the broader tech industry. We also had a special guest—U.S. Secretary of Education Miguel Cardona—who joined us to discuss the Biden administration's **$4.5 billion student debt relief announcement** and the current status of education in America. This was an insightful conversation about the government's efforts to alleviate financial burdens on students.Additionally, we addressed whether it's a good time to consider **precious metals like gold**, which recently hit a record high. We explored how much of your portfolio should be allocated to precious metals. We also tackled the question, "If I only invest in VTI and QQQM for the long term, will I be fine?" offering a deep dive into these two popular index funds.In a more rebellious approach, we discussed the strategy of holding **2 tech stocks and 3 index funds** (like healthcare and small caps) for broader exposure, challenging the conventional wisdom of sticking to a strict balance of investments. Finally, we highlighted **8 dividend stocks beyond the usual Dividend Kings**, featuring names like Verizon, Pfizer, UPS, Kraft Heinz, T. Rowe Price, Chevron, CVS Health, and Sirius XM, giving investors new options for securing reliable income.EYL University 48 Hour Sale: Enter Code "MarketMondays" at Checkout https://eyluniversity.com (https://eyluniversity.com) #MarketMondays #StockMarket #Investing #Bitcoin #StudentDebtRelief #PreciousMetals #DividendStocks #FinancialFreedom #VTI #QQQM #TechStocks #Education #Uber #Expedia #TradingTipsSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

A carpenter named Chris made — and lost — hundreds of millions of dollars trading Tesla options. Now he's suing a bank for damages. On this week's TLDR, we look at how he claims he got into this mess, and what we can learn from his mistakes. Plus, we make sense of the online prediction markets where gamblers are betting big on the results of the US election. And, we ask if Google will be broken up — and if it would even matter.This episode was hosted by Devin Friedman, business reporter Sarah Rieger, financial educator Kyla Scanlon and former hedgefunder Matthew Karasz. Follow us on other platforms, or subscribe to our weekly newsletter: linkin.bio/tldrThe TLDR Podcast is offered by Wealthsimple Media Inc. and is for informational purposes only. The content in the TLDR Podcast is not investment advice, a recommendation to buy or sell assets or securities, and does not represent the views of Wealthsimple Financial Corp or any of its other subsidiaries or affiliates. Wealthsimple Media Inc. does not endorse any third-party views referenced in this content. More information at wealthsimple.com/tldr.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode, Matt, Will, and Rabih start with exploring the last two weeks of volatility in the major Chinese stock index and why it hasn't impacted the global markets on a larger scale. They discuss the recent Hindenburg report on Roblox and the business ethics behind the short. Finally, they discuss the current lawsuit the DOJ is filing against Google and why it will be a long and ongoing lawsuit.  Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

When Facebook went public, 88 employees saw the value of their equity exceed $30 million. That's the dream right? But not only is this dream rare, it can actually turn into a nightmare if you don't ask your company the right questions about your stock options. Today Nicole talks about how to protect yourself from this nightmare scenario with Tracy DiNunzio, a brilliant entrepreneur who built and sold the luxury resale company Tradesy. Nicole and Tracy explain what you should ask your employer about your equity, and if you get a job offer with a large equity component, how to evaluate if the opportunity is a good one.

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/Understanding RSUs and ISOs: Expert Insights for Tech Startup EmployeesIn today's podcast, we bring on an expert to discuss Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs) for those in tech startups. We delve into the impact of the September 13 end of corporate stock buybacks on tech stocks and what it could mean for your investments. With interest rates dropping, now might be a crucial time to reconsider putting more money into the stock market. Additionally, we discuss the potential benefits of diversifying out of traditional investments and explore opportunities in real estate syndications. Join our live webinar this Thursday for more exclusive insights, and don't forget to visit thewealthelevator.com/club for access to special events and to book your onboarding call.00:00 Introduction to RSUs and ISOs in Tech Startups00:23 Impact of Corporate Stock Buybacks Ending00:49 Market Implications and Investment Advice00:59 Diversifying Investments and Financial Planning01:16 Upcoming Events and Opportunities Hosted on Acast. See acast.com/privacy for more information.

In this episode of Market Mondays, we delve into the latest hot topics in the financial and political world. We discuss whether CrowdStrike or Palo Alto Networks will dominate the cybersecurity sector. We analyze the potential market and economic impacts of President Biden stepping down and explore strong Vice Presidential candidates for the upcoming election.We share insights on 20 companies that might be better investments than Tesla and examine which companies could thrive regardless of political leadership. Troy also gave an indepth breakdown of stock options, going over charts, and stradgies to make money trading stock options. We also debate the effectiveness of Donald Trump's proposal to lower the U.S. corporate tax rate to 15% if elected. Our discussion includes the ideal entry point for investing in the SPY ETF. We address Speaker of the House Mike Johnson's call for President Biden's immediate resignation and its implications. Additionally, we analyze last week's market performance, considering whether a rebound is on the horizon or if more turbulence is expected.Special segments feature an interview with Pinky Cole on her entrepreneurship journey, the excitement of securing $25 million for her business, and insights into American Sesh and Invest Fest. We also chat with Ish from the Joe Budden podcast about real estate contraction and investment strategies.Tune in for these discussions and more on Market Mondays!#MarketMondays #CrowdStrike #PaloAltoNetworks #Cybersecurity #Biden #VicePresident #Tesla #Investment #TrumpTaxPlan #SPYETF #MikeJohnson #StockMarket #PinkyCole #AmericanSesh #InvestFest #JoeBudden #RealEstate #Investing #FinancialNews #stockoptionsSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy