Insights
Seven Factors For Determining How To Diversify Concentrated Employee Stock Options
One of the most common windfalls of wealth can come from employee equity compensation. Often, this happens when you've worked at a private company that experiences an Initial Public Offering (IPO), and the share price appreciates dramatically once it enters the...
MWB Turns Two Years Old
October 10th marks the official launch anniversary of Modern Wealth Builders, LLC. Each year I like to reflect on my biggest takeaways. My first takeaway is that you know nothing when you first start a business. I look back at my first year and realize all of the...
The Meta For Achieving Financial Independence
Meta According to Urban Dictionary: 1. Meta means about the thing itself. It's seeing the thing from a higher perspective instead of from within the thing, like being self-aware. 2. A term used in mmo meaning the Most Effective Tactic Available. It's...
Five Reasons To Work With A Virtual Financial Advisor
If 2020 has taught us anything, it's that the future of business will continue regardless if it's conducted face to face or not. One of the *few* silver linings of this year is that businesses are accelerating their virtual accessibility to the services and solutions...
???? High Leverage Tasks And Avoiding Shiny Objects
You have limited energy. You have limited time. If you want to achieve progression in anything, you have to give it your best effort. However, giving your best effort isn't always enough. You need to focus your limited energy on high leverage tasks and avoid shiny...
The Best Investment Accounts For Self-Employed Individuals
Are you self-employed or a small business owner looking to reduce taxes and invest in your financial future? In this podcast episode, I break down the different types of investment accounts you should be thinking about establishing. The primary accounts discussed are...