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 ...
7 Marras 202235min
Sean Mullaney on solo 401(k)s for solopreneurs
Sean Mullaney of fitaxguy.com answers questions about investing for the self-employed and for those with side hustles, discussing the mega back-door Roth solo 401(k), back-door Roth IRA contributions,...
31 Loka 202245min
Colleen Jaconetti: dividend investing
Colleen Jaconetti of Vanguard answers questions about dividend investing, discussing how a total return approach may be less risky and decrease taxes. Show Notes Total-Return Investing: An Enduring S...
24 Loka 202226min
Dan Egan on behavioral finance
Dan Egan discusses behavioral finance when investing, systematic investment management, directing anxiety toward productive actions, and limiting your media diet to 'stay the course.' Show Notes Inve...
17 Loka 202227min
Derek Tharp: spending in retirement
Derek Tharp answers audience questions about how your spending in retirement should change with your goals, stock market returns, and life expectancy. Show Notes Derek TharpThe Retirement Distributio...
10 Loka 202225min
Mike Piper: bequest planning
Mike Piper discusses leaving money to your heirs tax-efficiently, spending money in retirement tax efficiently, and answers a Social Security claiming strategy question for a married couple. Show Not...
3 Loka 202234min
Dan Otter: 403(b) fees
Dan Otter discusses investing in K-12 403(b)s. Show Notes 403bwise.org403bwise Advocacy Toolkit How to campaign for a better 401(k) plan403bwise Facebook groupBogleheads® Live with Sean Mullaney and ...
26 Syys 202236min
