Podcast

There are all kinds of mistakes which happen in retirement. In this episode, I am focusing on a few non-financial ones that are easily self-inflicted and avoidable.

Here I share three effective strategies for exercising your Non-Qualified Stock Options.

Getting out of your Restricted Stock and RSUs effectively takes a bit of planning. In this episode I break down a few strategies.

I break down your options once your Restricted Stock Units (RSUs) vest.

I've noticed a few themes when it comes to personal finance in this post-Covid world. Take a listen in this quick episode.

This episode is an updated recording of an earlier version where I break down the best tax savings options for high income earners.