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Equity Compensation Tips For RSU And ISO Tax Planning

Equity Compensation Tips For RSU And ISO Tax Planning

It can be overwhelming when you first start to receive equity compensation, especially if you're working for a startup or a smaller company where they don't have the resources to provide you education on maximizing your equity compensation. From taxes to financial...

When Should You Work With A Financial Planner?

When Should You Work With A Financial Planner?

https://youtu.be/gKJpvh-gjtM   Here are three times when you should consider working with a financial planner:   #1 - You have a major life transition (marriage, divorce, children). Whenever you have a major life transition, there's typically a lot of money...

Four Tax Planning Tips For 2021

Four Tax Planning Tips For 2021

We'll start with the ever-important disclaimer that this blog post is not intended to be tax advice, and you should consult with your tax professional regarding your particular situation before considering any of the tips discussed 🙂 Before we get into the tips, it's...

The Number ONE Element In Making Work Optional ?️

The Number ONE Element In Making Work Optional ?️

On this Do More With Your Money podcast episode, I'm going to share with you the number one element in making work optional. The path to both building and maintaining financial independence is built on this crucial concept. The earlier you can master it and build it...

T.J. van Gerven

T.J. van Gerven
Join Weekly Tips It's not always about maximizing the monetary aspects of your finances. When are you doing enough? Are you spending in a way that provides happiness in the short term? There's an opportunity cost to how we spend our time. Don't overlook the ways you can find balance by being more intentional.
Using Financial Planning To Find Balance
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Join Weekly Tips Here When considering the opportunity cost of investment decisions, it's important to have a benchmark to compare to for perspective around expected returns. If you believe in the future of innovation, competition, and population growth, the global stock market is an excellent benchmark. Technology has democratized access to low-cost diversified investing. With a handful of ETFs, you can access a large portion of the investable global equity market. Because of the low costs, (lack of) barrier to entry, and reasonable expected returns, the global stock market should be a starting point for comparing the opportunity cost of alternative investments and ultimately return on effort.
Benchmarks And Return On Effort
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Join weekly tips here Anyone can throw money at an investment. I’m way more fascinated by someone with skin in the game actually building a business. Especially when they lead with transparency around “how I built this.” In this podcast episode, I share with you why it's better to invest in yourself than throwing money at an investment.
Skin In The Game
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Join weekly tips here If you own shares in a private company that turns into a publicly-traded company — you’ve already won. HOWEVER, once the shares are traded publicly, all bets are off. Why? Because historically, IPOs have generally underperformed broader market benchmarks due to their fundamental characteristics.
All Bets Are Off Once Your Company's Stock Is Publicly Traded
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Click here to join weekly tips. When it comes to the technical side of financial planning, there are three metrics I consistently come back to for determining the health of someone's finances. Each metric is important depending on where you are in your financial journey. In this episode, I share my thoughts on the importance of each metric and when you should start emphasizing tracking each one.
The Three Most Important Metrics In Financial Planning
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Have a game plan for managing concentration risk post IPO. If you're waiting to see what happens with your company's share price, you're leaving yourself open to emotional "in-the-moment" decision making. By having a game plan ahead of time, you can act quickly when it makes sense to carve out your path to financial independence. Join the MWB community and receive weekly tips in the areas of equity compensation, tax optimization, and financial independence directly to your inbox Fridays at 4 pm (ET).
Don't Wait Until Post IPO To Determine When To Sell Your Company Stock
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