Podcast

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.

This is the second and final part on the taxation of ESPPs, better known as Employee Stock Purchase Plans.

Employee Stock Purchase Plans (ESPPs) are my favorite form of Equity Compensation. With anything, understanding the taxes is key. Let's review some of the highlights.

Dinner seminars are a popular way for some "financial advisors" to gain clients, or cases as they call them. Here I break down what I've learned from invitations.

This episode involves a quick explanation of Direct Indexing, which is a powerful investment technique.