Meg Bartelt on RSUs, ISO, and IPOs

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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Episoder(45)

Hozef Arif: bond investing during high inflation

Hozef Arif: bond investing during high inflation

Hozef Arif answers questions about investing in bonds amidst high inflation. Show Notes David Swensen's Unconventional SuccessJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® W...

14 Nov 202235min

Sean Mullaney on solo 401(k)s for solopreneurs

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 Okt 202245min

Colleen Jaconetti: dividend investing

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 Okt 202226min

Dan Egan on behavioral finance

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 Okt 202227min

Derek Tharp: spending in retirement

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 Okt 202225min

 Mike Piper: bequest planning

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 Okt 202234min

Dan Otter: 403(b) fees

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 Sep 202236min

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