Meg Bartelt answers questions on employer equity compensation, including restricted stock units (RSUs), private company incentive stock options (ISO), and initial public offerings (IPOs).
Bogleheads® Live
Bogleheads® Live 27: Sean Mullaney on solo 401(k)s for solopreneurs
Sean Mullaney of fitaxguy.com answers questions about investing for the self-employed and for those with side hustles.
Bogleheads® Live 26: Colleen Jaconetti on dividend investing
Colleen Jaconetti of Vanguard answers questions about dividend investing, discussing how a total return approach may be less risky and decrease taxes.
Bogleheads® Live 25: Dan Egan on behavioral finance
Dan Egan discusses behavioral finance when investing, systematic investment management, directing anxiety toward productive actions, and limiting your media diet to ‘stay the course.’
Bogleheads® Live 24: Derek Tharp on spending in retirement
Derek Tharp answers audience questions about how your spending in retirement should change with your goals, stock market returns, and life expectancy.
Bogleheads® Live 23: Mike Piper on bequest planning
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.