Meg Bartelt answers questions on employer equity compensation, including restricted stock units (RSUs), private company incentive stock options (ISO), and initial public offerings (IPOs).
Sean Mullaney of fitaxguy.com answers questions about investing for the self-employed and for those with side hustles.
Colleen Jaconetti of Vanguard answers questions about dividend investing, discussing how a total return approach may be less risky and decrease taxes.
Dan Egan discusses behavioral finance when investing, systematic investment management, directing anxiety toward productive actions, and limiting your media diet to ‘stay the course.’
Derek Tharp answers audience questions about how your spending in retirement should change with your goals, stock market returns, and life expectancy.
Mike Piper discusses leaving money to your heirs tax-efficiently, spending money in retirement tax efficiently, and answers a Social Security claiming strategy question for a married couple.