Tax
Strategies for Restricted Stock Unit Taxes [Video]
In this video, we breakdown the types of RSU vesting schedules and different strategies for handling Restricted Stock Unit taxes.
Strategies for Early Retirement Healthcare [Video]
Early retirement healthcare can be tricky. This video explains your health insurance options before age 65 and Medicare.
Podcast Episode 18: Forever to Never Tax, with Roth Conversions
In this episode, we cover how to use Roth Conversions and your taxable accounts to create a future with no more taxes!
Save on Stock Option Taxes With 83(b) Elections [Video]
83(b) elections are a great way to use stock options to build wealth. This video will break down the what, why, when, and how’s of 83(b) elections.
Podcast Episode 17: Insurance Mistakes and Misconceptions
In this episode, we explore what each type of insurance covers, explain common misconceptions, and share mistakes to watch out for.
Podcast Episode 16: 2022 Tax Season in Review
In this episode we review the 2022 tax season. We share patterns, changes in taxes, and the impact of planning.