<![CDATA[Tech Personal Finance Podcast]]>a855f77e-d740-54bc-b26f-45c55abe3cccThu, 08 Jun 2023 11:00:09 +0000Captivate.fmMike Troxellhttps://artwork.captivate.fm/9b68d415-de0b-423e-8a14-73e9037c75fd/JcW71gm4wqJsnJXb-WHylf2M.jpgTech Personal Finance PodcastMike TroxellMike TroxellWelcome 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.HTTPS://techpersonalfinancepod.comnoepisodicnopodcastSupport the show!Employee Stock Options: What You Need KnowEmployee Stock Options: What You Need KnowToday I'm covering employee stock options, including:

  • The most common types
  • Tax implications
  • Exercising considerations

PLUS we cover a key negotiation item if you're leaving your job.

**********

WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO?

Join other listeners and subscribe to The Weekly Vest, an email newsletter.

**********

Episode resources:

Stock Option Blog

AMT Tax Blog

Modern Financial Planning

https://www.miketroxell.com/

]]>Today I'm covering employee stock options, including:

  • The most common types
  • Tax implications
  • Exercising considerations

PLUS we cover a key negotiation item if you're leaving your job.

**********

WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO?

Join other listeners and subscribe to The Weekly Vest, an email newsletter.

**********

Episode resources:

Stock Option Blog

AMT Tax Blog

Modern Financial Planning

https://www.miketroxell.com/

]]>33069543-0c00-4c24-81cd-e1a77e43a331Thu, 08 Jun 2023 04:00:00 -070023:31nofull1919Mike Troxell6 Considerations Before Leaving Your Job6 Considerations Before Leaving Your JobToday I'm covering 6 key considerations before leaving your job, including:

  • Cash savings
  • Mortgage implications
  • Exercising options

PLUS we cover a 401(k) mistake that you want to avoid.

**********

WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO?

Join other listeners and subscribe to The

Weekly Vest, an email newsletter.

**********

Episode resources:

AMT Tax Blog

Modern Financial Planning

https://www.miketroxell.com/

]]>Today I'm covering 6 key considerations before leaving your job, including:

  • Cash savings
  • Mortgage implications
  • Exercising options

PLUS we cover a 401(k) mistake that you want to avoid.

**********

WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO?

Join other listeners and subscribe to The

Weekly Vest, an email newsletter.

**********

Episode resources:

AMT Tax Blog

Modern Financial Planning

https://www.miketroxell.com/

]]>ecc7887c-c489-464f-a323-46ce7ac67dadThu, 18 May 2023 08:00:00 -070013:48nofull1818Mike TroxellEstate Planning: What You Need to KnowEstate Planning: What You Need to KnowToday I'm digging into Estate Planning:

  • What is Estate Planning?
  • When should I "complicate" things?
  • Outside the box ideas.

PLUS we have an expert guest that drops in to share his thoughts.

WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO?

Join other listeners and subscribe to The Weekly Vest, an email newsletter.

Episode resources:

Bio: Patrick Etchebehere

Probate Calculator

Blog: Beyond An Estate Plan

Blog: Estate Planning Basics

https://www.miketroxell.com/

]]>Today I'm digging into Estate Planning:

  • What is Estate Planning?
  • When should I "complicate" things?
  • Outside the box ideas.

PLUS we have an expert guest that drops in to share his thoughts.

WANT MORE SHORT, SWEET, AND ENTERTAINING FINANCIAL INFO?

Join other listeners and subscribe to The Weekly Vest, an email newsletter.

Episode resources:

Bio: Patrick Etchebehere

Probate Calculator

Blog: Beyond An Estate Plan

Blog: Estate Planning Basics

https://www.miketroxell.com/

]]>7080531f-5525-4e9b-9695-39e59e52dc08Thu, 04 May 2023 03:30:00 -070043:46nofull1717Mike TroxellRSUs: All You Need to Know About Restricted Stock UnitsRSUs: All You Need to Know About Restricted Stock UnitsToday I'm digging into all things RSUs:

  • What are RSUs and how are they taxed?
  • Common misconceptions.
  • The #1 concept you need to know.
  • The Classic RSU Question.

I am covering these items and more!

WANT MORE EQUITY PLANNING TIPS?

Join other listeners and subscribe to The Weekly Vest, an email newsletter.

Episode resources:

https://www.modernfp.com/blog/wash-sale

https://www.modernfp.com/blog/doubletax

https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681

]]>Today I'm digging into all things RSUs:

  • What are RSUs and how are they taxed?
  • Common misconceptions.
  • The #1 concept you need to know.
  • The Classic RSU Question.

I am covering these items and more!

WANT MORE EQUITY PLANNING TIPS?

Join other listeners and subscribe to The Weekly Vest, an email newsletter.

Episode resources:

https://www.modernfp.com/blog/wash-sale

https://www.modernfp.com/blog/doubletax

https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681

]]>2b11ab30-a1d2-4567-8393-3dca973448d2Thu, 20 Apr 2023 04:00:00 -070027:12nofull1616Mike TroxellLast Minute Tax Moves & Common MisconceptionsLast Minute Tax Moves & Common MisconceptionsToday I'm addressing 2 last minute tax moves + a few common tax misconceptions.

  • Should I contribute to an IRA or HSA?
  • Is it better to be in a lower tax bracket?
  • Are bonuses taxed more than regular income?
  • Is AMT worth avoiding?

I am answering these questions and more!

WANT MORE EQUITY PLANNING TIPS?

Join other listeners and subscribe to The Weekly Vest, a weekly newsletter.

Episode resources:

https://www.modernfp.com/blog/hsa

https://www.modernfp.com/blog/amt

https://www.modernfp.com/blog/rsu

]]>Today I'm addressing 2 last minute tax moves + a few common tax misconceptions.

  • Should I contribute to an IRA or HSA?
  • Is it better to be in a lower tax bracket?
  • Are bonuses taxed more than regular income?
  • Is AMT worth avoiding?

I am answering these questions and more!

WANT MORE EQUITY PLANNING TIPS?

Join other listeners and subscribe to The Weekly Vest, a weekly newsletter.

Episode resources:

https://www.modernfp.com/blog/hsa

https://www.modernfp.com/blog/amt

https://www.modernfp.com/blog/rsu

]]>79f69b01-795e-4b67-b6cc-ae64365cc02eThu, 06 Apr 2023 03:30:00 -070011:48nofull1515Mike Troxell7 Key Insights to Alleviate Tax Season Pain7 Key Insights to Alleviate Tax Season PainToday I'm addressing 7 insights to make your tax season LESS painful.

  • Should you file ASAP?
  • Why might you owe more than expected?
  • Should you do your own tax return?

I am answering these questions and more!

WANT MORE EQUITY PLANNING TIPS?

Join other listeners and subscribe to The Weekly Vest, a weekly newsletter.

Episode resources:

https://www.modernfp.com/blog/doubletax

https://www.irs.gov/pub/irs-pdf/fw4.pdf

]]>Today I'm addressing 7 insights to make your tax season LESS painful.

  • Should you file ASAP?
  • Why might you owe more than expected?
  • Should you do your own tax return?

I am answering these questions and more!

WANT MORE EQUITY PLANNING TIPS?

Join other listeners and subscribe to The Weekly Vest, a weekly newsletter.

Episode resources:

https://www.modernfp.com/blog/doubletax

https://www.irs.gov/pub/irs-pdf/fw4.pdf

]]>3733c469-8b39-4927-8d0f-c80714d9be99Thu, 30 Mar 2023 03:30:00 -070024:48nofull1414Mike TroxellHelene Servillon: Breaking into Venture CapitalHelene Servillon: Breaking into Venture CapitalToday I'm joined by Helene Servillon of JourneyOne Ventures as we dive deep into Helene's transition into VC and her big plans for the future.

https://www.journeyone.vc/

https://www.landmarkworldwide.com/

Mantra: "Be Bold"

https://www.venture.university/

https://flowercompany.com/

https://www.ycombinator.com/

https://www.angellist.com/

https://www.thetwentyminutevc.com/harrystebbings/

https://www.alomoves.com/

https://www.linkedin.com/in/hservillon/

https://twitter.com/HServillon

Helene@JourneyOne.vc

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>Today I'm joined by Helene Servillon of JourneyOne Ventures as we dive deep into Helene's transition into VC and her big plans for the future.

https://www.journeyone.vc/

https://www.landmarkworldwide.com/

Mantra: "Be Bold"

https://www.venture.university/

https://flowercompany.com/

https://www.ycombinator.com/

https://www.angellist.com/

https://www.thetwentyminutevc.com/harrystebbings/

https://www.alomoves.com/

https://www.linkedin.com/in/hservillon/

https://twitter.com/HServillon

Helene@JourneyOne.vc

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>16403764-7c70-4d48-a2d4-02b39c40fb39Thu, 08 Apr 2021 09:15:00 -070001:09:33nofull1313Mike TroxellSarah Maguire: Boston Real Estate ProSarah Maguire: Boston Real Estate ProToday I'm joined by Sarah Maguire of Compass Real Estate. We dive deep into Sarah's dramatic rise towards the top of Boston's Real Estate market.

Real Estate Bio: https://www.compass.com/agents/sarah-maguire/

Instructor Bio: https://handlebarcycling.com/sarah-maguire/

https://www.instagram.com/sar.maguire/

https://www.instagram.com/maguire_group/

Business Coach Steve Shull: https://performancecoaching.com/

Book Rec: "Never Split the Difference" Chris Voss

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>Today I'm joined by Sarah Maguire of Compass Real Estate. We dive deep into Sarah's dramatic rise towards the top of Boston's Real Estate market.

Real Estate Bio: https://www.compass.com/agents/sarah-maguire/

Instructor Bio: https://handlebarcycling.com/sarah-maguire/

https://www.instagram.com/sar.maguire/

https://www.instagram.com/maguire_group/

Business Coach Steve Shull: https://performancecoaching.com/

Book Rec: "Never Split the Difference" Chris Voss

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>d2a0965e-9bea-4c56-b28b-b2d0d2121b9bThu, 18 Mar 2021 09:00:00 -070052:21nofull1212Mike TroxellMark Sobolewski: Commercial Insurance Expert and Former Professional Baseball PlayerMark Sobolewski: Commercial Insurance Expert and Former Professional Baseball PlayerToday I'm joined by Mark Sobolewski of the Atlas Insurance. We dive deep into Mark's transition from the baseball diamond to the world of commercial insurance.

https://www.atlasinsuranceagency.com/team/mark-sobolewski

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>Today I'm joined by Mark Sobolewski of the Atlas Insurance. We dive deep into Mark's transition from the baseball diamond to the world of commercial insurance.

https://www.atlasinsuranceagency.com/team/mark-sobolewski

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>1c4bc53f-006e-48b8-af7e-8a4a285e56cbTue, 02 Mar 2021 06:00:00 -070001:09:09nofull1111Mike TroxellChris Murphy: VP at State StreetChris Murphy: VP at State StreetIn this episode, I'm joined by Chris Murphy of State Street. We dive deep into his role in the investing world, his career track, and how he personally invests in himself.

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>In this episode, I'm joined by Chris Murphy of State Street. We dive deep into his role in the investing world, his career track, and how he personally invests in himself.

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>bc11fd93-e17d-46fb-98e9-694eb28db31aFri, 19 Feb 2021 09:00:00 -070052:03nofull1010Mike TroxellErnest Owusu: Sales Leader and Former Professional Football PlayerErnest Owusu: Sales Leader and Former Professional Football PlayerIn this episode I'm joined by Sales Leader Ernest Owusu. We dig into the mindset of his transition from professional football (including the NFL) to the fast paced world of Tech sales. We discuss how he juggles leading his team, while still being able to close deals. We also dig into how he prioritizes his family, and how that carries over into his day job.

Book Recommendations: Fanatical Prospecting by Jeb Blount, The Challenger Sale by Matthew Dixon and Brent Adamson, Never Split The Difference by Chris Voss

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>In this episode I'm joined by Sales Leader Ernest Owusu. We dig into the mindset of his transition from professional football (including the NFL) to the fast paced world of Tech sales. We discuss how he juggles leading his team, while still being able to close deals. We also dig into how he prioritizes his family, and how that carries over into his day job.

Book Recommendations: Fanatical Prospecting by Jeb Blount, The Challenger Sale by Matthew Dixon and Brent Adamson, Never Split The Difference by Chris Voss

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>92403219-bc03-402a-b0fd-8163e15b2d89Tue, 02 Feb 2021 06:00:00 -070050:30nofull99Mike TroxellKelly Klingaman: VP at Dimensional Fund AdvisorsKelly Klingaman: VP at Dimensional Fund AdvisorsIn this episode I'm joined by Kelly Klingaman, a VP at Dimension Fund Advisors. We discuss both how she ups her game when it comes to marriage, her career, parenting, and everything in between. We also dig into Dimensional Fund Advisors and how they differ from the competition.

Recommendations: Fair Play by Eve Rodsky, The Entitlement Trap by Richard Eyre, Positive Parenting Solutions

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>In this episode I'm joined by Kelly Klingaman, a VP at Dimension Fund Advisors. We discuss both how she ups her game when it comes to marriage, her career, parenting, and everything in between. We also dig into Dimensional Fund Advisors and how they differ from the competition.

Recommendations: Fair Play by Eve Rodsky, The Entitlement Trap by Richard Eyre, Positive Parenting Solutions

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>6e39b720-2d7f-477c-a72a-e32ef7b701eeFri, 22 Jan 2021 10:00:00 -070001:06:55nofull88Mike TroxellLuke Wicks: Basketball Coach at PacificLuke Wicks: Basketball Coach at PacificIn this episode, I'm joined by University of Pacific basketball coach Luke Wicks. We dive deep into the reality of climbing up the coaching ranks, what he's learned from his mentors, and what he does to raise his game.

Links:

https://pacifictigers.com/sports/mens-basketball

https://www.coachmeyer.com/

https://www.npr.org/podcasts/510313/how-i-built-this

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>In this episode, I'm joined by University of Pacific basketball coach Luke Wicks. We dive deep into the reality of climbing up the coaching ranks, what he's learned from his mentors, and what he does to raise his game.

Links:

https://pacifictigers.com/sports/mens-basketball

https://www.coachmeyer.com/

https://www.npr.org/podcasts/510313/how-i-built-this

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>1b80e087-b6cf-4cb5-b2b2-5c30ee293c8fThu, 14 Jan 2021 06:15:00 -070001:03:13nofull77Mike TroxellJackie Bertoldo: Registered Dietitian at Stanford UniversityJackie Bertoldo: Registered Dietitian at Stanford UniversityToday I'm joined by Registered Dietitian Jackie Bertoldo, an Assistant Director of Nutrition at Stanford University. We discuss Jackie's career while touching on diet, time management, mentors, parenting, and more.

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>Today I'm joined by Registered Dietitian Jackie Bertoldo, an Assistant Director of Nutrition at Stanford University. We discuss Jackie's career while touching on diet, time management, mentors, parenting, and more.

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>8ed2ea15-2dd0-464a-8a40-0f8451ea2781Wed, 06 Jan 2021 09:00:00 -070001:07:39nofull66Mike TroxellScott Frandsen: Head Coach and 3x OlympianScott Frandsen: Head Coach and 3x OlympianIn this episode, I'm joined by University of California-Berkeley Rowing Head Coach Scott Frandsen. We dig into Scott's mindset as both a coach and an athlete. We also discuss his triathlon days and how he invests in his career.

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>In this episode, I'm joined by University of California-Berkeley Rowing Head Coach Scott Frandsen. We dig into Scott's mindset as both a coach and an athlete. We also discuss his triathlon days and how he invests in his career.

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>5ba3a0e0-6b11-4dd6-8a9b-741d4c1911c9Wed, 30 Dec 2020 02:00:00 -070057:34nofull55Mike TroxellPhil Seibel: Personal Insurance Expert and Former Professional Baseball PlayerPhil Seibel: Personal Insurance Expert and Former Professional Baseball PlayerToday I'm joined by Phil Seibel of the Collaborative Planning Group. We dive deep into Phil's transition from the pitcher's mound to becoming a go-to insurance professional.

https://collaborativeplanninggroup.com/

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>Today I'm joined by Phil Seibel of the Collaborative Planning Group. We dive deep into Phil's transition from the pitcher's mound to becoming a go-to insurance professional.

https://collaborativeplanninggroup.com/

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>4ce35d66-c9de-450a-99b9-d506d061cbd4Thu, 17 Dec 2020 01:00:00 -070001:27:41nofull44Mike TroxellHans Struzyna: Olympian, Real Estate Pro, and PodcasterHans Struzyna: Olympian, Real Estate Pro, and PodcasterIn this episode, I'm joined by Hans Struzyna - a luxury real estate professional, Olympian, and podcaster. We dive deep into Hans' investments in himself and how he separates himself in the competitive industry of real estate.

For more information about Hans, please see https://hansstruzyna.com/

To download Hans' power list, head here. https://hansstruzyna.com/power-list/

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>In this episode, I'm joined by Hans Struzyna - a luxury real estate professional, Olympian, and podcaster. We dive deep into Hans' investments in himself and how he separates himself in the competitive industry of real estate.

For more information about Hans, please see https://hansstruzyna.com/

To download Hans' power list, head here. https://hansstruzyna.com/power-list/

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>7493ce24-8daf-4ca4-a321-30200a04d462Tue, 08 Dec 2020 10:00:00 -070001:04:21nofull33Mike TroxellAlex Wicks: CEO of BizHavenAlex Wicks: CEO of BizHavenIn this episode, I'm joined by BizHaven CEO Alex Wicks. We dive deep into the mindset of launching a fast-growing profitable startup in the HR Consulting Industry. We also discuss the art of delegation and how she remains sharp for every day surprises.

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>In this episode, I'm joined by BizHaven CEO Alex Wicks. We dive deep into the mindset of launching a fast-growing profitable startup in the HR Consulting Industry. We also discuss the art of delegation and how she remains sharp for every day surprises.

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>0fc2ee9b-27ac-4c2a-be92-a3837c2469d7Thu, 03 Dec 2020 07:00:00 -070053:02nofull22Mike TroxellAn Introduction to Personal EquityAn Introduction to Personal EquityA short episode on the origination of this podcast.

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>A short episode on the origination of this podcast.

If you have any questions or comments, feel free to reach out to me at mike@modernfp.com

For show notes and other information, please head to www.PersonalEquityPodcast.com

]]>795e890a-cf10-415e-a6bf-fba6bc50d6c9Wed, 25 Nov 2020 11:30:00 -070002:48nofull11Mike Troxell