The Incentive Stock Option (ISO) Tax Game: Are The Savings Really Worth It? w/ Aaron Agte, CFP® xitter.cf/i/broadcasts/1vAxRkAvM…

Hey @Cerner employees in KC, what are you doing for lunch tomorrow? Join @_DonovanBrooks & @MikeZungCFP LIVE on YouTube as we discuss the @Oracle buyout of Cerner & what it means to your stock comp, career, & everything in between. youtu.be/l2IRwEjUpM0

Back to the whiteboard!!! I'm excited to share a new video that explains all you need to know about NON-QUALIFIED STOCK OPTIONS (NQSOs or NSOs) - What they are - How they're taxed - Considerations for when to exercise & sell youtu.be/gFpqLECfTBs

Join live this Thursday for a conversation (& maybe some whiteboarding) with equity compensation financial planner @AaronAgteCFP Together we will dive into stock compensation planning considerations at every stage of a startup company's journey. youtu.be/2bXCNdIt8Zg

Do you get restricted stock units (RSUs)? Join live as @BransonFinPlan and I break down everything you need to know and answer your questions live. youtu.be/3rY0xRPhIO0

We were talking Chinese & Vietnamese culture + how background influences your financial decisions. Zhi sums it up perfectly... Full video: buff.ly/3wPvzA3

Celebrating a minor milestone of the first YouTube video hitting 10K views. Who knew RSUs would be such a hot topic. Is this where I say "smash that Subscribe button"? youtu.be/6z8yqsKGqz0

Employee Stock Purchase Plans A valuable benefit, but the tax treatment can be tough to interpret and is often misunderstood. This sketch and video are my attempt to make sense of it all. youtu.be/FQupgFBNaXE

For the visual learners out there, here's a whiteboard example of how RSUs work. youtu.be/6z8yqsKGqz0

It's open enrollment season! What medical plan are you going to choose? To answer this question, it's important to first understand the role of health savings accounts (HSAs). Here's a quick and easy guide to everything you need to know about the HSA. javawealth.com/blog/the-ulti…

Are you a sucker for a good laptop sticker? I recently picked this one up from Raygun Kansas City . #kansascity

Do you have a high deductible health plan? Do you also struggle with the idea of footing the hospital bill when deciding whether or not to seek medical help? youtu.be/wXEMUCRDIIg

New threads. Cat approved. courtesy of local small business Press Monkey Studio LLC

Want to know how to take full advantage of the HSA tax breaks? I explain the details around the strategy of delaying reimbursement for medical expenses youtu.be/Tc6OkbnuFto

I am a firm believer in living a life that aligns with your core values, and creating a company that is focused on financial literacy, empowerment and service is what that looks like for me. What does this look like for you and your family? javawealth.com

"Where should I start when saving for retirement? My 401(k)? Roth IRA?" The HSA is an option that many people overlook, and I explain why it deserves to be in the discussion youtu.be/-rz_IF1JuH8

"Thus, when he decided to open an advisory firm, he targeted what he knew best: nerds" Their words, not mine. thinkadvisor.com/2020/09/23/…

Open enrollment is coming up, so I'm starting a series all about the Health Savings Account (HSA). Why do financial planners talk so much about how great these things are? Learn the secrets behind it all: youtu.be/5Ep5LDr_nro

I was honored to be a guest on the Personal Finance From The Hill-Top podcast. In this episode, fellow financial planner Kyle Hill and I had a conversation all about DEBT. hilltopfp.com/podcast/episod…

Full video: youtu.be/bWkbLXv8qOo