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What are Restricted Stock Units (RSUs)? Stock Options vs. Restricted Stock Units (RSUs) Vesting Taxes Create a plan for your RSUs LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t...

December 4, 2019

Podcast

023 – How to Balance Short-Term vs Long-Term Goals

Understand the purpose of what you’re saving for Know your short to medium term goals Emergency Fund Home purchase fund Other goals? Travel, new...

November 27, 2019

Podcast

022 – How Does Our Tax System Work?

Progressive tax bracket Everyone pays $1,905 on first $19,050 of taxable $140k taxes at $400k? 35% tax bracket Actual taxes = $91,379 (22.8% taxes) Tax...

030 – Understanding Social Security and How to Maximize Benefits

029 – How to Maintain a Good Credit Score and Why It Matters

028 – Five Fundamentals of Fiscal Fitness

027 – When Do I Need Long-Term Care Insurance?

026 – What To Do With Your Year-End Bonus

025 – How Can I Best Use My Employee Stock Purchase Plan (ESPP)?

024 – What Are Restricted Stock Units (RSUs)?

023 – How to Balance Short-Term vs Long-Term Goals

022 – How Does Our Tax System Work?

030 – Understanding Social Security and How to Maximize Benefits

029 – How to Maintain a Good Credit Score and Why It Matters

028 – Five Fundamentals of Fiscal Fitness

027 – When Do I Need Long-Term Care Insurance?

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