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Listen "#37 Modern Financial Planning in Tech"
Episode Synopsis
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?
00:00 Introduction to Mike Troxell
00:41 Mike's Journey into Financial Planning
02:27 Client Demographics and Geographic Shifts
04:35 Financial Planning for Tech Professionals
07:24 Behavioral and Emotional Aspects of Financial Planning
08:50 Impact of Recent Economic Changes
12:35 Challenges in the Tech Job Market
18:01 Balancing Financial Literacy and Emotional Support
32:15 Behavioral Questions and Personal Considerations
32:50 Understanding Stock Options: ISOs, NSOs, and RSUs
37:16 Tax Implications and Reporting Issues
39:19 Diversification vs. Concentration in Company Stock
45:17 Managing Client Expectations During Market Uncertainty
48:59 Hot Takes and Lighthearted Debates
51:51 Conclusion and Contact Information
You can find Mike Troxell at https://www.modernfp.com
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?
00:00 Introduction to Mike Troxell
00:41 Mike's Journey into Financial Planning
02:27 Client Demographics and Geographic Shifts
04:35 Financial Planning for Tech Professionals
07:24 Behavioral and Emotional Aspects of Financial Planning
08:50 Impact of Recent Economic Changes
12:35 Challenges in the Tech Job Market
18:01 Balancing Financial Literacy and Emotional Support
32:15 Behavioral Questions and Personal Considerations
32:50 Understanding Stock Options: ISOs, NSOs, and RSUs
37:16 Tax Implications and Reporting Issues
39:19 Diversification vs. Concentration in Company Stock
45:17 Managing Client Expectations During Market Uncertainty
48:59 Hot Takes and Lighthearted Debates
51:51 Conclusion and Contact Information
You can find Mike Troxell at https://www.modernfp.com
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