.jpg)
Techie Personal Finance Bootcamp
I help tech employees use their finances to create the life of their dreams by helping you take your financial confidence to the next level!Are you a tech employee who wants to learn how to better manage your finances?Working in tech you may experience extreme pay increases, which may allow you the ability to accomplish goals you've only dreamed of. However, if mismanaged, you can also find yourself stressed out and under pressure to increase your income in order to fit your lifestyle.The good news, is through education and a little bit of determination, you have the power to control your future and create your best life.Not only will we cover basic personal finance concepts, but we'll dive deep into tech specific benefits and issues that I regularly help my clients build strategies to maximize. (Examples: working for start ups, restricted stock units, stock options, and layoffs) Also, on a regular basis, I will have special guests that will highlight their stories with unique stories about their tech experiences.
Techie Personal Finance Bootcamp
De-Coding RSUs (Restricted Stock Units)
•
Lucas Casarez CFP®
•
Season 1
•
Episode 17
RSUs are a popular form of tech employee benefits and can make up a huge portion of your income.
In this episode, I cover the basics and advanced strategies:
- What are RSUs
- RSU Grants
- How are RSUs Taxed
- Risks of RSUs
- How to Determine Your Risk Level
- Strategies: New RSUs
- Strategies: Old RSUs
- Advanced RSU Strategies
YouTube Link
Related Resources:
RSU Strategy Guide
RSU Tax Calculator