Videos

Feb. 14, 2024

Identifying Career Gaps with Executive Recruiters

In a fast-paced and competitive world, personal growth and development have become essential for individuals to succeed. One powerful tool that aids in this journey is feedback. Whether it comes from mentors, colleagues, or even executive recruiters, feedback plays a crucial role in helping individuals identify their strengths and weaknesses,…

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Feb. 13, 2024

The Magic of Executive Specialized Retained Search

Executive search cultivates talent networks by connecting companies with the right talent for their needs while also building a network of professionals who can benefit from future partnerships. This specialized form of recruitment, known as Executive Specialized Retained Search, offers a unique approach to finding top-level executives and professionals. In…

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Feb. 13, 2024

Behind the Scenes of Executive Search

In this episode of Tech Careers and Money Talk, host Christopher Nelson interviews Sam Wholley and discusses two important topics: working with executive search recruiters and the future of AI in the workplace. Learn how to leverage their expertise and navigate the evolving technological landscape to grow your career, build…

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Feb. 13, 2024

The Power of Executive Search Revealed

Executive recruiters are valuable advocates for professionals looking to advance their careers. These recruiters, also known as executive search professionals, specialize in finding and placing top-level executives in organizations. They play a crucial role in connecting talented individuals with the right opportunities and helping them navigate the complexities of the…

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Feb. 12, 2024

The Importance of a Tax Professional for Equity Understanding

One of the primary reasons why a tax professional is essential for divestiture is their expertise in understanding equity. Equity refers to the ownership interest in a company, and it can take various forms such as stock options, restricted stock units, or other equity-based compensation. When divesting a business unit,…

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Feb. 11, 2024

Making, Preserving, and Managing Money

The first skill set required for financial success is the ability to make money. It involves identifying opportunities, making wise investments, and generating income streams. However, once the money is earned, it is crucial to preserve it. This requires a different skill set, one that involves understanding tax strategies, estate…

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Feb. 10, 2024

The Pitfalls of Trusting the Wrong Advisor: A Critical Discussion

Despite the risks, the human thirst for knowledge remains insatiable. We are naturally curious beings, constantly seeking to expand our understanding of the world. This innate desire is what drives us to explore, learn, and grow. However, it is crucial to approach this quest for knowledge with caution and skepticism.…

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Feb. 9, 2024

Why a Fee-Only Advisor Can Offer You Peace of Mind

One of the key reasons why fee-only advisors provide relief is the absence of any hidden agenda. Unlike advisors who earn commissions based on the financial products they sell, fee-only advisors are compensated solely through fees paid by their clients. This means that their recommendations are not influenced by any…

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Feb. 8, 2024

Navigating Equity: Planning, Taxes, and Diversification

Financial planning is a crucial aspect of our lives that often gets overlooked or neglected. It is essential to have a clear understanding of our financial goals and develop a well-thought-out plan to achieve them. However, many individuals make common mistakes that can hinder their progress towards financial independence. In…

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Feb. 7, 2024

Cashing Out: The Impact of Immediate Equity Liquidation

One potential approach to investing equity strategically for growth is to fund multiple projects. By diversifying investments across different ventures, individuals can spread their risk and increase the likelihood of overall returns. This strategy allows for the potential to capitalize on different market opportunities and sectors, mitigating the impact of…

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Feb. 6, 2024

Building Confidence in Personal Finance Management

Personal finance decisions are not solely based on rationality and logical thinking. Emotions play a significant role in shaping our financial choices and behaviors. The relationship between emotions and personal finance is inseparable. In this episode, Christopher Nelson discusses the importance of fee only financial advisors for technology employees. He…

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Feb. 6, 2024

The Rise of the Fee Only Financial Advisor

Description In this episode, Christopher Nelson discusses the importance of fee only financial advisors for technology employees. He interviews Max Pashman, who left a larger industrial shop to serve technology employees and sales professionals with equity compensation. They discuss the benefits of fee only advisors and how they provide great…

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Feb. 6, 2024

Wisdom from a Fee Only Financial Advisor

In this episode, host Christopher Nelson discusses the importance of fee only financial advisor for technology employees. He highlights the trust issues in the industry and introduces Max Pashman, who left a larger industrial shop to serve technology employees and sales professionals with equity compensation. The episode also covers five…

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Feb. 4, 2024

The 50-50 portfolio thesis

A balanced portfolio with growth and income is a strategy that aims to combine the benefits of both capital appreciation and regular income generation. In this podcast, the concept of a 50-50 portfolio thesis was discussed, which suggests allocating 50% of the portfolio to growth investments and the remaining 50%…

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Feb. 4, 2024

Crafting a Vision and Mission for Your Portfolio

To begin with, branding our portfolio as a legacy sets the tone for its long-term significance. A legacy is something that carries on beyond our own lifetime, leaving a lasting impact on future generations. By adopting this mindset, we acknowledge the responsibility we have to nurture and grow our portfolio,…

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Feb. 3, 2024

Becoming the CEO of Your Evergreen Portfolio

Similar to a company, an evergreen portfolio requires a lead executive who can drive the mission, vision, and strategy. This CEO-like figure will be responsible for setting the direction of the portfolio, ensuring that it aligns with the investor's long-term goals and objectives. Just as a CEO in the tech…

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Feb. 2, 2024

Aiming for 8% to 20% Returns

Private equity investing is a lucrative avenue that offers high returns for those willing to put in the necessary work and research. This podcast highlights the potential for real income, ranging from 8% to 20% cash on cash returns, in this particular investment sector. However, it also emphasizes the need…

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Feb. 1, 2024

Strategic Money Conversations

When it comes to discussing money, individuals are often reluctant to reveal the exact amounts they have or earn. This reluctance stems from a variety of reasons, including societal norms and a fear of judgment. People are often concerned about being perceived as either too wealthy or too poor, leading…

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Jan. 31, 2024

The Hidden Mechanics of Money

In a world driven by materialistic pursuits and a constant need for validation, the true essence of wealth often remains concealed. Contrary to popular belief, real wealth is not always synonymous with ostentatious displays of luxury or exorbitant bank balances. Instead, it resides in the realm of privacy, quietly accumulating…

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Jan. 30, 2024

Creating a Network of Peers

The first step towards achieving success in any endeavor is to build a network of like-minded individuals. Surrounding oneself with people who share similar goals, values, and interests can provide invaluable support and motivation. This network, often referred to as a tribe, is essential for embarking on a journey towards…

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Jan. 30, 2024

Building Your Legacy with PORTFOLIO INVESTMENT STRATEGY

Discover the power of portfolio investment strategy in building a lasting financial legacy. Learn how to diversify your investments and maximize your returns with this valuable strategy. Start securing your future with portfolio investment today! In this episode of Tech Careers and Money Talk, host Christopher Nelson discusses the concept…

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Jan. 30, 2024

Inside my PORTFOLIO INVESTMENT STRATEGY: Fueling Financial Independence

Curious about my portfolio investment strategy? In this video, I'll share my tips for fueling financial independence through carefully planned and diverse investments. Watch to learn how you can grow your wealth and reach your financial goals! Effective communication serves as a bridge between individuals, enabling the exchange of thoughts,…

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Jan. 29, 2024

Mastering Your Craft: Inventory, Invest, and the Road to Expertise

The first step towards expertise is inventorying and assessing one's skills. This involves taking stock of the various abilities and knowledge one possesses. It is crucial to have a clear understanding of one's strengths and weaknesses, as this self-awareness forms the foundation for growth and improvement. By conducting an honest…

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Jan. 28, 2024

Unlocking Career Opportunities: The True Role of LinkedIn and Resumes

Often, individuals make the mistake of relying solely on their LinkedIn profiles and resumes to define their professional identity. They believe that by simply listing their experiences and qualifications, they have effectively communicated their career story. However, this is far from the truth. A LinkedIn profile or resume can only…

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