You Have RSUs in Your Private Company. How Do They Work? How Should You Use Them?
A lot of my clients receive RSUs. In public companies. But what if you work for a private company?
That’s not so straightforward. Read More
Did You Just Come in to a Whole Lot of Money, and, uh, What Next?
In tech, it is possible that you can turn into a (multi-)millionaire overnight. And that can be a really confusing change if you’re accustomed to being a well-paid worker bee with an assumption of working kind of indefinitely. Read More
Should You Ask for RSUs or Stock Options?
When you get a job offer, or a raise, or a bonus, you’re probably simply told that you’ll be receiving more restricted stock units or more stock options as part of that compensation package. But on occasion folks are given the choice: Do you want RSUs or stock options?
When’s the Best Time to Hire a Financial Planner? Before You “Need” One.
I must start with an acknowledgment that this blog post is clearly self-serving. It also happens to be something I genuinely believe.
Ideas for Improving Your Career if You Ran the Business of “You” Instead of Being an Employee (Video)
I bet you spend almost all your work time doing the job you’re paid to do. But what if you were running a business (You) selling a product (your labor) to customers (employers)? How would you work on your business?
Changing your financial behavior is hard. Leverage your community!
Changing your behavior is essential to accomplishing anything great in your life, right? Skip your traditional Sunday brunch so you can train more for that triathlon. Study every night instead of hanging with friends so you can get an MBA.
And when you start working on your personal finances, you’re going to be asked to change your behavior, at least in some small way.
A Tesla won’t scotch your financial prospects. Your recurring expenses will.
A lot of my clients fret over a large one-time expense–a once-in-a-lifetime vacation, a huge home remodel, a fancy electric car–and waste much less angst on their monthly expenses. Turns out, they’ve got it backwards.
Life and Financial Lessons from Two Years of Flow
Flow is two years old today. Starting and growing the firm has been stressful, invigorating, challenging, educational (boy howdy), gratifying, ego-stroking, ego-crushing, and validating.Read More
Don’t Be Lucky with Your Money. Be Smart. (Ideally, Both.) (Video)
In the tech community, stories abound of people who became rich overnight. They were lucky. Maybe you’ll be lucky. But maybe you won’t.
