Meg Bartelt on RSUs, ISO, and IPOs
Bogleheads® Live7 Marras 2022

Meg Bartelt on RSUs, ISO, and IPOs

Meg Bartelt answers questions on employer equity compensation, including restricted stock units (RSUs), private company incentive stock options (ISO), and initial public offerings (IPOs). Show Notes Bogleheads® Live with Dan Egan: Episode 25Investment Policy StatementBogleheads® Live with Dr. Sunil Wahal: Episode 6John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® You...

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Dan Egan: robo-advisor conflicts of interest

Dan Egan: robo-advisor conflicts of interest

Dan Egan answers questions on conflicts of interest of robo-advisors. Show Notes Dan EganEvaluating The Tax Deferral And Tax Bracket Arbitrage Benefits Of Tax Loss HarvestingBogleheads® ForumBoglehead...

25 Heinä 202235min

Robin Wigglesworth: history of index funds

Robin Wigglesworth: history of index funds

Robin Wigglesworth discusses the history of index funds and his book, "Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever." Show Notes Robin Wiggleswor...

18 Heinä 20221h 6min

#FIRE Taxes; Tax Planning for Early Retirees

#FIRE Taxes; Tax Planning for Early Retirees

Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement. Show Notes Sean MullaneyCody GarrettEarly Retirement and Social SecurityBogleheads® ForumBogleheads® WikiBogl...

11 Heinä 202248min

Paul Merriman on small-cap value investing

Paul Merriman on small-cap value investing

Paul Merriman answers questions about small-cap value investing. Show Notes The Merriman Financial Education FoundationWe're Talking Millions!Bogleheads® ForumBogleheads® WikiBogleheads® RedditBogleh...

4 Heinä 202241min

Mike Piper on Social Security

Mike Piper on Social Security

Mike Piper, CPA answers questions from the Bogleheads® community on Social Security, investing, and more. Show Notes Oblivious Investor by Mike PiperSocial Security Made Simple: Social Security Retir...

4 Heinä 202233min

Dr. William J. Bernstein on investing simplicity

Dr. William J. Bernstein on investing simplicity

Dr. William J. Bernstein talks about how the imperfect portfolio you can stick with is better than the perfect portfolio you can't stick with, answers audience questions about bonds for young investor...

27 Kesä 202233min

Eric Balchunas on "The Bogle Effect"

Eric Balchunas on "The Bogle Effect"

Eric Balchunas answers audience questions about his new book, "The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions."Eric BalchunasThe Bogle Effect...

17 Kesä 202233min

Dr. Sunil Wahal on hidden fund costs

Dr. Sunil Wahal on hidden fund costs

Dr. Sunil Wahal explains the hidden costs of mutual funds, and answers audience questions. Show Notes The True Costs of Mutual Fund OwnershipThe Huge Tax Bills That Came Out of Nowhere at VanguardBog...

17 Kesä 202240min

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