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 this essay, we will discuss the five biggest financial planning mistakes highlighted in a podcast and explore ways to avoid them.

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.
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Listen to the full episode here:
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YouTube:
https://www.youtube.com/@techcareersandmoneytalk/videos
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Audio Podcast:
https://www.techcareersandmoneytalk.com/fee-only-financial-advisor