Welcome to the Tech Personal Finance Podcast where we discuss all things affecting equity compensated individuals. We take a deep dive into topics via solo-episodes or with expert guests.
Tech Personal Finance Podcast
Claim This Podcastby Mike Troxell
5.0(10 reviews)
19 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
Welcome to the Tech Personal Finance Podcast where we discuss all things affecting equity compensated individuals. We take a deep dive into topics via solo-episodes or with expert guests.
Language
🇺🇲
Publishing Since
11/25/2020
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Recent Episodes
June 8, 2023
Employee Stock Options: What You Need Know
<p>Today I'm covering employee stock options, including:</p><ul><li>The most common types</li><li>Tax implications </li><li>Exercising considerations</li></ul><br/><p>PLUS we cover a key negotiation item if you're leaving your job.</p><p>**********</p><p>WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO? </p><p>Join other listeners and subscribe to <a href="https://mike-troxell.ck.page/" rel="noopener noreferrer" target="_blank">The Weekly Vest</a>, an email newsletter.</p><p>**********</p><p>Episode resources: </p><p><a href="https://www.modernfp.com/blog/employee-stock-options" rel="noopener noreferrer" target="_blank">Stock Option Blog</a></p><p><a href="https://www.modernfp.com/blog/amt" rel="noopener noreferrer" target="_blank">AMT Tax Blog</a></p><p><a href="https://www.modernfp.com/" rel="noopener noreferrer" target="_blank">Modern Financial Planning</a></p><p><a href="https://www.miketroxell.com/" rel="noopener noreferrer" target="_blank">https://www.miketroxell.com/</a></p>
May 18, 2023
6 Considerations Before Leaving Your Job
<p>Today I'm covering 6 key considerations before leaving your job, including:</p><ul><li>Cash savings</li><li>Mortgage implications </li><li>Exercising options</li></ul><br/><p>PLUS we cover a 401(k) mistake that you want to avoid.</p><p>**********</p><p>WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO? </p><p>Join other listeners and subscribe to <a href="https://mike-troxell.ck.page/" rel="noopener noreferrer" target="_blank">The</a></p><p><a href="https://mike-troxell.ck.page/" rel="noopener noreferrer" target="_blank">Weekly Vest</a>, an email newsletter.</p><p>**********</p><p>Episode resources: </p><p><a href="https://www.modernfp.com/blog/amt" rel="noopener noreferrer" target="_blank">AMT Tax Blog</a></p><p><a href="https://www.modernfp.com/" rel="noopener noreferrer" target="_blank">Modern Financial Planning</a></p><p><a href="https://www.miketroxell.com/" rel="noopener noreferrer" target="_blank">https://www.miketroxell.com/</a></p>
May 4, 2023
Estate Planning: What You Need to Know
<p>Today I'm digging into Estate Planning:</p><ul><li>What is Estate Planning?</li><li>When should I "complicate" things?</li><li>Outside the box ideas.</li></ul><br/><p>PLUS we have an expert guest that drops in to share his thoughts.</p><p>WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO? </p><p>Join other listeners and subscribe to <a href="https://mike-troxell.ck.page/" rel="noopener noreferrer" target="_blank">The Weekly Vest</a>, an email newsletter.</p><p>Episode resources: </p><p><a href="https://www.etchlawgroup.com/our-attorneys/" rel="noopener noreferrer" target="_blank">Bio: Patrick Etchebehere</a></p><p><a href="https://lawandsteinllp.com/probcalc/" rel="noopener noreferrer" target="_blank">Probate Calculator</a></p><p><a href="https://www.modernfp.com/blog/beyond-estate-plan" rel="noopener noreferrer" target="_blank">Blog: Beyond An Estate Plan</a></p><p><a href="https://www.modernfp.com/blog//estate-planning" rel="noopener noreferrer" target="_blank">Blog: Estate Planning Basics</a></p><p><a href="https://www.miketroxell.com/" rel="noopener noreferrer" target="_blank">https://www.miketroxell.com/</a></p>
19 total episodes available
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Frequently asked questions
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- What is Tech Personal Finance Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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