Daniel Johnson
The Equity Compensation GuidebookEpisodes
Episodes of The Equity Compensation Guidebook
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The focus today is going to be on taxes. You have more control over your taxes than you think. A big portion of my practice is centered around taxes and being tax smart. This does not mean doing anything illegal or even questionable. It simply
We've seen the market give up quite a bit of gains this year. Maybe after the last decade plus of great years we’ve forgotten that the market can go down. Who knows if we will end the year negative, but right now, things are looking good for th
In today's episode, I want to talk about a bucket retirement strategy I use with my clients. No, I'm not talking about pickle buckets, which I promise I will explain at the end. We've seen some serious volatility this year in the market. We hav
On this week's episode I want to talk about fees. It's a huge issue within my world. More importantly, it's an even even bigger issue in the lives of clients. Fees can take the form of sales commissions, percentage of assets that an advisor man
On this week's episode, we're going to talk about some important things everyone with equity compensation should be doing, at least in my humble opinion. I've titled the episode, the biggest mistakes to avoid because negative titles get more cl
In episode 70 of the Equity Compensation Guidebook, we're going to talk about spending in retirement. Yes, I'm deviating from equity compensation but please stick with me as this is important. Spending in retirement is a huge question everyone
On this episode, I want to talk about a topic unrelated to equity compensation but something that is impacting more and more of my clients and maybe you too. Identity theft. It's not a fun topic I know but it is one that is critically important
On this episode of the Equity Compensation Guidebook we're going to talk about one of the most important components of equity compensation. Actually, it's one of the most important parts of any successful investing strategy. Taxes! And what bet
Today's episode is once again going to be a bit off topic from equity compensation. I've been receiving more questions about inflation, markets, interest rates, and those associated items. It seems like now is a good time to tackle all these re
It seems to me there is a huge potential in the financial services industry for conflict-of-interest issues, when advisors are allowed to charge clients based on assets under management (AUM). Why is this the case? Because those advisors are th
The financial industry, of which I’m a part, has many regulations. A handful of them have to do with how advisors are compensated. There are two primary methods of compensation that I’ll fill you in on during this episode. It’s important becaus
As the year ends it’s important to consider your Equity Compensation holdings when it comes to the charitable donations you may want to do before the tax year ends. Of course, any time is a good time to make donations to charities, but year-end
Equity Compensation plans are becoming more and more popular, with job-seekers asking about EC as a possible option for remuneration from their potential employers. Over ¾ of respondents to a recent Charles Schwab survey said Equity Compensatio
The immediate benefit of a higher salary is a temptation in its own right. We often want things sooner rather than having to wait for them. But what if another compensation route could prove far more lucrative in the long run? How would that ch
What IS wealth? Does that seem like a strange question for a financially-related podcast host to be asking? Maybe it is, but I think it’s important. A quote I recently read got me thinking about this question in a new way. It’s proved to be ver
There are many things to consider when it comes to retiring with non qualified stock options… your spending number, your net worth, the status of your stock options, how much is in tax-deferred accounts, current tax rates, other income sources
Today we are getting back to business and in this episode, we are back to one of several episodes that I have been doing that focus on retiring with equity compensation. There's too much to cover in one episode, especially since mine is pretty
Today's episode is another break from equity compensation and as an added bonus, it will also be a short episode. I'm going to spend a couple of minutes talking about a few popular investment strategies that I recently read about in an article.
Today we are taking a break from equity compensation. If you listen to the Equity Compensation Guidebook podcast regularly, you may be happy about getting off-topic!. In this episode, I'll spend a few minutes talking about Social Security. You
Today's episode is the second of several episodes that I will be doing that focus on retiring with equity compensation. There's too much to cover in one episode, especially since mine are pretty short. Blame the GenX lack of attention span I gu
Today's episode is one of several that I will be doing that focuses on retirement with equity compensation. In my opinion, there is too much to cover in one episode, especially considering my episodes are short. You know, GenX, lack of attentio
In today's episode, I'm going to spend a little time comparing restricted stock and restricted stock units. I know I've talked about them separately. However, I thought it was important to spend a few minutes discussing them in one episode. Thi
This episode, I decided to take a break from our normal Equity Compensation topics to cover something that’s happened in the U.S. that we all need to at least be aware of. What is it? The proposed tax changes we’ve all expected are finally unve
When you’re offered an Equity Compensation package, how do you decide which options are better for your situation? It’s not easy to wade through the differences, so I recorded this episode to help you understand them. In this episode you’ll lea
Today a reboot of one of the first episodes I did. Way back before I focused on equity compensation—and the audio was pretty bad too—so I decided to update it. This episode is an introduction to equity compensation and we're going to cover some
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