21/21 Days of Threads
Nothing grinds my gears more than hearing people interchange these two words
"Investing" and "Gambling"
In no way are they the same
Let me prove to you why 👇
A 🧵
Day 20/21 days of threads
In personal finance, there are certain key numbers/figures you need to know about your financial life
Very very few people I have ever met know all of these
A 🧵 on the 12 most important financial numbers you should know
Day 19/21 Days of Threads
Everyone has different qualities as people
But everyone also has different qualities with money as well
The most successful people I have seen and worked with have these same 5 qualities
A 🧵
18/21 days of Threads
After working with close to 100 millennial households over the past 4 years, I have learned many make the same mistakes
A 🧵 on the most costly mistakes millennials make with their finances
Day 16 of 21 days of Threads
Back to equity comp
A 🧵 On The ins and outs of incentive stock options (ISO's) and the potential 25% or 27% Alternative minimum tax that you need to be aware of with ISO's
Day 14/21 days of Threads
Let's continue with equity comp but move to more complex one's
Non-qualified Stock options (NSO's)
A 🧵 on the basics of NSO's, terms to know, how they are taxed, and strategies of when to exercise
Day 13/21 Days Of Threads
Let's back to equity comp
A 🧵 On the ins and outs of the most common form of equity comp among technology companies, Employee Stock Purchase Plan
Day 12 of 21 days of threads
Many people know of Dave Ramsey and follow his advice religiously
But I disagree with a lot of what he says
Here's A 🧵 on 6 things Dave has wrong
Day 11 of 21 days of threads
In the past pensions were a huge part of retirement and incentivizing employees to stay
Now we see equity comp used more often and millennials seem to really like it
A 🧵 on Restricted Stock Units (RSU's), how they work, how they are taxed, etc
Day 10/21
After working with millennials for years now, the most common question I get asked is
"At what age can I retire"
But that's not the right question, a better one is "How much money do I need to be able to retire?"
A 🧵
Day 4 of 21 days of a Thread
This is for all the creators, founders, and soon to be business owners out there
What is all the hype around S Corps? Are they that advantageous?
A 🧵