@michael_zung

Founder of @java_wealth | Financial planner for ppl w/ equity comp | Small-but-mighty YouTube channel | @LFC fan | Tweets != advice

 Lee's Summit, MO
javawealth.com
Joined September 2012
  • Tweets1.4K
  • Following431
  • Followers1.5K
337Media
I’m beyond excited to publicly share something I’ve been working on: beautifulfinancialplan.com

Deliver a Beautiful Financial Plan

The Beautiful Financial Plan Package - Designed for planning-focused financial advisors who want to create engaging conversations centered on what really matters to clients. One-page financial plan...

beautifulfinancialplan.com
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In the software dev world, I felt like I was surrounded by a bunch of geeks. Then I switched to financial planning... and realized I'm the geek now. Thanks to @investmentnews for this cool profile piece investmentnews.com/practice-…

Blending tech expertise with passion for financial planning

Mike Zung, of Java Wealth Planning, says being an outsider in finance has been more of an advantage than a challenge.

investmentnews.com
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Spending a weekend in Chicago with my wife in a couple of weeks. What restaurant do we have to go to? Best laid-back cocktail bar/speakeasy?
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I recently had the revelation that bourbons are just Pokémon cards for dads.
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Not gonna lie... pretty excited to roll this out for the fellow equity comp financial planners! Just added to the Beautiful Financial Plan: Stock Option Worksheet + Deliverable Templates 🔥 Comment or DM me to see the video overview (b/c X hates me if I link to it here).
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Want to see all of your RSU / ISO / NSO info in one glance AND how it relates to the rest of your finances? What is missing? Feedback is welcome from anyone who currently has RSUs / options (and equity comp #fintwit): sites.google.com/javawealth.…
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It was a legit career-altering experience to present at the @MichaelKitces Value Summit in 2021. Guess what? I've been invited back! 🚀
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This year's session will be around what I've described as "Beautiful Financial Plan 2.0", where the financial plan has become even more personalized, dynamic & interactive through the use of Google Sites. Sign up (early bird ends on Oct 20th): kitces.com/kitces-financial-…

Kitces Financial Planning Value Summit 2026

Early Bird - Limited Time Kitces Financial Planning Value Summit 2026 See How Successful Advisors Demonstrate And Communicate Their Value To Prospects, New Clients, And Ongoing Clients December 10,...

kitces.com
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You guys... We've discovered the ultimate set up to come to a parade and totally clean up on candy
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After a year of no new videos, I'm getting back on the YouTube wagon! 1st up: 10b5-1 trading plans I jokingly told everyone at my #xypnlive talk last week to not beat me to this topic, so I'm just making sure of it. Full video: youtu.be/Hh6AHQ9a3H4
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Ok, @FutureProofAC was a blast! It was such an awesome opportunity to meet & hang out with so many amazing people (though I feel like the only one who didn't take pics). Time to rally and do more of that at #XYPNLive next week...
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Whoa, LinkedIn bot. That escalated quickly...
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On a scale of 1-10, how much do fitted clubs improve your golf game?
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Which approach to splitting expenses have you seen work the worst?
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Great graphic & article by @kaylindillonfin talking about how to effectively combine your money with a partner: kansascityfinancialadvisorsn…
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Super humbled to be named to @Investopedia's Top 100 for a 2nd year. I'm a small, specialized firm & currently partner w/ ~30 clients. I'm not making lists that are about sales, how much $$ a firm manages, or "pay-to-play" marketing. I also started after 40, so that one's out.
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But this one is based on things like: - commitment to financial literacy - creating accessible content (which is not easy for equity comp) - community / peer support. I'll take that all day! Congrats to the others on this year's list. There are some real powerhouses on here!
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Mike Zung, CFP® retweeted
Matt Fizell, CFP®@MattFizell7 Jul 2023
This will be similar to Office Hours that @ElliottMAppel @MegBartelt @danikaw @MikeZungCFP @zteutsch do... and I do plan on starting that soon for any aspiring Financial Planners who don't want to necessarily start a firm right away. Please RT for broader reach 😎
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About to go to an outdoor concert... Conditions are perfect 🥵
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What's ur go-to podcast when u need a break from #fintwit FA success/practice mgmt ones? Two that I enjoy the hell out of: -Liquidity Event w/ @aallyjane & @shanemasoncpa -Pete the Planner Show w/ @PeteThePlanner, @IAmDamianD & @AhleniusKristen What's so great about them...
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Liquidity Event - Tech/equity comp focus, interesting news/info, and AJ & Shane are super-sharp and always hilarious. brooklynfi.com/podcast
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Pete the Planner - The podcast/live stream is them recording a radio show + behind-the-scenes stories & banter (which is the best part, IMO). petetheplanner.com/podcast-2…
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