Oct 27, 2021
One important feature to review with employee stock options (ISOs in particular) is the ability for an early exercise.
Especially with private shares, an early exercise before an increase in 409A valuation (combined with an 83(b) election) can decrease a potential AMT liability.
In this episode, I breakdown the...
Oct 19, 2021
So you took a big bet on an individual stock and won, but what's
next?
When do you transition from concentration to diversification?
Will you take more bets in the future?
In this podcast episode, I share the problem with taking big bets
and the psychological dilemmas it can create.
Winning in the short term is...
Oct 13, 2021
In this episode, I share my thoughts on the current state of Bitcoin.
While I recognize the benefits of economic empowerment bitcoin provides, I remain skeptical of the hype as a long-term investment vehicle.
Oct 5, 2021
Equity compensation can be a complicated financial planning topic to navigate especially if your company doesn't have the resources to provide the necessary education to help you make an informed decision.
In this episode, I share some of the common top mistakes I see people make with their...