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

Click the link, set a reminder, then join us on YouTube Live on Thursday! youtu.be/goxanziwepE

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

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