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DO MORE WITH YOUR MONEY

Apr 28, 2021

In this podcast episode, I break down what an 83(b) election is and why employees of startups should consider filing one.

I also explain situations when filing an 83(b) election may not make sense.


Apr 26, 2021

In this podcast episode, I explain why Restricted Stock Units (RSUs) are preferable to stock options as equity compensation.

I also break down a common misconception about how RSUs are taxed.


Apr 22, 2021

In this podcast episode, I break down why you should be maxing a Backdoor Roth IRA in addition to your 401(k).


Apr 19, 2021

In this podcast episode, I discuss my views on the rise of Dogecoin and if "funny money" has a place in financial planning.

If you're serious about financial planning to achieve financial independence, you should have rules in place that limit speculative urges that may distract from the long-term sustainable plan.


Apr 14, 2021

In this podcast episode, I share my thoughts around financial independence vs. generational wealth.

The path to financial independence starts with building the right habits.

The path to generational wealth starts with owning equity in a private company that IPOs during a raging bull market.