Fee-only Registered Investment Advisor, focused to serve tech professionals with stock compensation (RSUs, ISOs, NSOs). Tweets not advice.
Lee's Summit, MO
Joined October 2019
- Tweets62
- Following15
- Followers73
- Likes1
The Incentive Stock Option (ISO) Tax Game: Are The Savings Really Worth It? w/ Aaron Agte, CFP® xitter.cf/i/broadcasts/1vAxRkAvM…
Hey @Cerner employees in KC, what are you doing for lunch tomorrow?
Join @_DonovanBrooks & @MikeZungCFP LIVE on YouTube as we discuss the @Oracle buyout of Cerner & what it means to your stock comp, career, & everything in between.
youtu.be/l2IRwEjUpM0
Back to the whiteboard!!!
I'm excited to share a new video that explains all you need to know about NON-QUALIFIED STOCK OPTIONS (NQSOs or NSOs)
- What they are
- How they're taxed
- Considerations for when to exercise & sell
youtu.be/gFpqLECfTBs
Want to see behind the curtain?
Today, I'll walk through the financial plan + equity comp analysis of a fictional client scenario (javawealth.com/case-study-1) LIVE to give viewers a better idea of what I currently do for clients.
Join the livestream here:
youtu.be/Eaq2a0XTpQ4
Join live this Thursday for a conversation (& maybe some whiteboarding) with equity compensation financial planner @AaronAgteCFP
Together we will dive into stock compensation planning considerations at every stage of a startup company's journey.
youtu.be/2bXCNdIt8Zg
I'm excited to have the one and only @danikaw join in today on YouTube Live!
We'll discuss the @GeorgeDKinder Financial Life Planning process & its integral role in planning for equity compensation.
youtu.be/W735Jj6WV84
Do you get restricted stock units (RSUs)?
Join live as @BransonFinPlan and I break down everything you need to know and answer your questions live.
youtu.be/3rY0xRPhIO0
We were talking Chinese & Vietnamese culture + how background influences your financial decisions. Zhi sums it up perfectly...
Full video: buff.ly/3wPvzA3
Celebrating a minor milestone of the first YouTube video hitting 10K views. Who knew RSUs would be such a hot topic.
Is this where I say "smash that Subscribe button"?
youtu.be/6z8yqsKGqz0
I'll be joined by Zhi Li, CFP® on YouTube Live as we discuss all things about planning financially for a new baby. Join in and drop your questions!
youtu.be/D-hA1oWrNMk
Employee Stock Purchase Plans
A valuable benefit, but the tax treatment can be tough to interpret and is often misunderstood.
This sketch and video are my attempt to make sense of it all.
youtu.be/FQupgFBNaXE
In just over an hour, I'm doing a free-form live stream answering questions I've received + AMA
- If AMT credit doesn't expire, why is AMT so bad?
- What if I want to donate stock that has lost value?
- How the HSA delayed reimbursement actually works
youtu.be/3dcEtjqdwKo
I spent a large % of time talking about compensation & conflicts, but this trumps all of that stuff.
Full live stream replay: youtu.be/mq7pmRs8Q6I
Let's assume you've decided you need help with your financial life. Stressful, right?
Why is it so difficult to find a financial advisor that you can trust?
Join live this Friday at 1pm CST and I'll break it all down.
youtu.be/mq7pmRs8Q6I
Are you making the right choice for your 401(k) & IRA?
I'll be illustrating this common question using magic bridges and bridge trolls!
Join in YouTube Live today at 1pm CST and drop your questions.
youtu.be/b2W5QV91Gy8
Are you thinking about buying a house? Answer: Yes, everyone is...
I will be joined by Keith Spencer, CFP® to talk LIVE about:
- what's going on with the current housing market
- what to think about when deciding whether to buy now
- guidelines for how much house you can afford
Click the link, set a reminder, then join us on YouTube Live on Thursday!
youtu.be/goxanziwepE
YouTube Live today @ 1pm CST
"My Company is Going Public, Should I Exercise My ISOs? A Case Study on Coinbase"
youtube.com/watch?v=JrehMOJA…
You can do hard things... like understand the relationship between incentive stock options (ISOs) and the Alternative Minimum Tax (AMT)!
If you don't, you could be in for a rude awakening come tax time.
I created an explainer video that can help:
youtu.be/DUMKISgsJ44
RSUs + IPO!
- Double-trigger vesting explained
- Why do some private companies structure RSUs this way?
- Planning for taxes
- Being intentional
youtu.be/6L_i38BPc8E