How Do You Know?

Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens.In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning.Define RSUs, ISOs, NSOsEasy tips tech employees can use to reduce their tax billWhen to exercise stock options?Which share tranches should I prioritizeHow real estate affects tax planningSuggested withholdings or estimated tax paymentsThe best balance in terms of salary and stock compensationAlternative Minimum tax and how to avoid it

The conversation covers the importance of saving to invest, self-awareness, emotional intelligence, effective communication, delivering tough feedback, actions over words, habit stacking, and accountability groups. Each chapter explores these themes in detail, providing valuable insights and practical tips for personal and professional growth.TakeawaysImportance of saving to investSelf-awareness and emotional intelligenceEffective communicationDelivering tough feedbackActions over wordsHabit stacking and accountability groupsChapters00:00 Accountability Groups and Fulfillment

The conversation with Bill LaRosa delves into the importance of soft skills in leadership and their impact on career success and financial opportunities. Bill shares insights on listening, emotional intelligence, communication, executive presence, and execution, emphasizing the significance of accountability and the need for simplicity in goal-setting.TakeawaysSoft skills are crucial for sustaining wealth and career growth.Accountability, simplicity, and public recognition are key to successful execution.Chapters00:00 Book, Restaurant, and News Recommendations

Choosing the right credit card can be daunting, but with the right strategies, it can be rewarding. Understanding point transfers, redeeming points, and evaluating spending categories are key to maximizing credit card benefits. Considerations for card fees, travel benefits, and credit score impact are important in decision-making.TakeawaysPoint transfers maximize benefitsEvaluate spending categories for card selectionChapters00:00 Maximizing Point Transfers05:10 Credit Score Impact and Card Selection

What credit card is best for you? Matthew Kepnes is the legendary author of the Nomadic Matt travel blog who has also written bestsellers like How to Travel the World on $75 a Day. This episode dives deep into his insider hacks for stacking credit card points to fund epic adventures & outsmarting airline fees without breaking the bank. We chat about:💳 Which portal has the best bang for you buck in terms of conversion and options💳 Good questions for people to ask themselves when choosing a card💳 The best card to consider for people for different categories💳 Why you should use multiple credit cards💳 Best way to calculate whether or not the annual fee on a card is worth it💳 Common questions answered💳 Best way to redeem points for maximum value 💳 How to avoid common mistakes💳 Underrated credit card hacks💳 How to sign up without hurting your creditDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Hear how I am applying what we learned in our first episode of season 2 we chat with Stephanie Guttman. Stephanie has spent her career in finance and tech from writing earnings reports for a Fortune 500, building finance tech startups and closing large software deals with banks but now has started @Huntress wealth, a platform that helps women manage wealth and wield power. She also has her own commercial development firm.We dive into:Define the different investment options you have Difference between value investing and growth investingWhat we’re NOT falling for What's the best way to create a budget? How to manage debt, build credit and save for large purchasesShould Bad Bunny keep renting or does he own? The best way to set financial goalsWomen investor inequality gap The biggest mistake people make when it comes to their financesDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

In our first episode of season 2 we chat with Stephanie Guttman. Stephanie has spent her career in finance and tech from writing earnings reports for a Fortune 500, building finance tech startups and closing large software deals with banks but now has started @Huntress wealth, a platform that helps women manage wealth and wield power. She also has her own commercial development firm.We dive into:Define the different investment options you have Difference between value investing and growth investingWhat we’re NOT falling for What's the best way to create a budget? How to manage debt, build credit and save for large purchasesShould Bad Bunny keep renting or does he own? The best way to set financial goalsWomen investor inequality gap The biggest mistake people make when it comes to their financesDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Charles Ruiz, a former MiLB player with the Colorado Rockies turned entrepreneur and leadership coach, shares insights from his journey in business development and public speaking. He discusses the emotional transition from athletics to entrepreneurship, highlighting key lessons learned along the way. Ruiz emphasizes the intersection of sports and effective communication, revealing common speaking mistakes and the tools for impactful storytelling. Listeners will appreciate his thoughts on the importance of leadership skills and investing in personal growth.

How do you feel about conferences? ✔️ Picking the right one ✔️ Knowing what sessions to attend ✔️ Finding unique ways to stand out and follow up ✔️ How to make the most of it In this week's podcast episode, Neil Greene and I go into depth about these topics, and many others, so that you can actually leave a conference knowing it was time well spent 👏 Do you know anyone that wants to reach financial independence or reach retirement as soon as possible? If so, please take 5 seconds to share the below link with them!https://lnkd.in/gUiMqsVNDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

One of my best lessons from COVID is the power of community 👯 We are social beings and having real, human interactions is essential for a fruitful life 😀 Whether business or personal, having the right group around you can help you achieve whatever it is you want to 🥇 I encourage anyone to find a community that’s right for them. There are many groups you can join that will help you get better at whatever it is you want to accomplish ♾️ There’s a trick to choosing the community, however, that lies in intentionality. Listen to Sam Silverman in this week’s podcast to learn more about how you can ensure that you’re spending money in the right ways. We also discuss: ➡️ Finding the right community ➡️Evaluating community fit ➡️Maximizing networking opportunities ➡️Common mistakes in joining community ➡️Lessons from LP experiences ➡️Investment insights and strategiesDo you know anyone that wants to reach financial independence or reach retirement as soon as possible? If so, please take 5 seconds to share the below link with them!https://lnkd.in/gUiMqsVNDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.