#37 Modern Financial Planning in Tech from Techonomics

#37 Modern Financial Planning in Tech

57 minutes Posted Sep 11, 2024 at 5:24 pm.

Introduction to Mike Troxell

Mike's Journey into Financial Planning

Client Demographics and Geographic Shifts

Financial Planning for Tech Professionals

Behavioral and Emotional Aspects of Financial Planning

Impact of Recent Economic Changes

Challenges in the Tech Job Market

Balancing Financial Literacy and Emotional Support

Behavioral Questions and Personal Considerations

Understanding Stock Options: ISOs, NSOs, and RSUs

Tax Implications and Reporting Issues

Diversification vs. Concentration in Company Stock

Managing Client Expectations During Market Uncertainty

Hot Takes and Lighthearted Debates

Conclusion and Contact Information

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Modern Financial Planning in Tech with Mike Troxell

In this episode, financial planner Mike Troxell, founder of Modern Financial Planning, joins hosts Jake and Arun to discuss financial planning with a focus on tech professionals. They dive into recent economic events, the challenges tech workers face, managing sudden wealth, and the importance of tax planning. Mike also shares insights on balancing risk, behavioral finance, and lifestyle considerations.

The episode wraps up with a lively debate: is Buffalo a part of the Midwest?

You can find Mike Troxell at https://www.modernfp.com

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