Wealth Made Simple
A 5-minute newsletter for busy tech professionals with deep dives on equity comp, investing, and financial planning using visuals, videos, and humor.
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Why paying 14x earnings might beat paying 23x earnings.
How to lower your reported income (legally) without spending less money.
Frustrated by recurring tax bills from your equity comp? Market volatility could offer a planning opportunity.
Two IRS-approved methods can unlock your retirement funds years ahead of schedule. But one of them has a hidden trap that costs people dearly.
Most employees with stock options make one costly mistake during a tender offer. Here is how to avoid it and make a smart decision with your equity.
Most people think it's a lifestyle choice. They don't realize it's a multi-million dollar wealth decision that can delay retirement by years. Here's the math they miss.
Solid proof that lump sum investing often wins, but dollar-cost averaging can save you from the one mistake that ruins portfolios. Here’s how to decide.
Tax drag quietly erodes returns year after year. A Mega Backdoor Roth lets you shelter more money and keep millions compounding tax-free.
QSBS benefits don’t start until you exercise. Wait too long and you can lose tax-free gains worth hundreds of thousands. Here’s how to plan ahead.
Most employees have just 90 days to act. Without a plan, you could lose your options or face a massive tax bill. Here’s how to prepare.
Retiring in your 40s or 50s means decades without Social Security. Here’s why market timing risk is so dangerous and how to protect against it.
NQDC plans let you defer more income, grow it pre-tax, and shift payouts into lower-tax years. Here’s how they compare to investing post-tax.
