Saving, investing & compound interest can take care of the money part… You need to be intentional about prioritizing spending on the free time & health part. Inspired by “Die with Zero” by Bill Perkins.

Do you have a large portion of your wealth tied up in one company stock? It’s like being on an elevator held up by one cable. If that cable breaks, then your goals are going down with it. You may find life repercussions of company stock going down outweighs your desire to hold.

Do you currently work at a start-up and receive #equity compensation? If handled properly, your equity compensation can be life changing. If handled poorly, your equity compensation can set you back financially and produce a massive surprise tax bill. experienceyourwealth.com/your-simplifie…

Should you exercise your private #ISOs? Maybe. The reason to exercise is to pay less tax in the future if you are able to sell the shares at a gain. The downside to exercise is a) potential AMT exposure and b) never seeing the money again. #startups #equitycomp

What does true #wealth mean to most people? The ability to control your time. Time is finite, whereas money is infinite. Through this lens, someone with $500,000 and spends their time exactly how they want, is wealthier than someone with $10,000,000, but no time to enjoy it.

Are you looking to buy a home right now? Low housing inventory + high mortgage rates = Historically difficult time to buy a home. Thanks to Sarah Foster and Bankrate for including my comments in this article! bankrate.com/real-estate/yo…

A lesser-known tax rule that can exclude up to $10 million of capital gains for those with equity in a start-up company... Qualified Small Business Stock (QSBS). For those that have QSBS-eligible stock, the tax savings (up to 7 figures!) can be life-changing.

Boston-based Klaviyo filed its S-1 last Friday to kick off the IPO process Part 1 of this mini-series covers the logistics of the Klaviyo IPO and connecting the #IPO event to your life goals & values Before you answer WHAT to do, you need to answer WHY experienceyourwealth.com/financial-plan…

Boston-based Klaviyo is going public... what mistakes can you avoid with the #IPO? This blog is part 2 of the 4-part mini blog series on the #Klaviyo IPO discussing 5 of the most common mistakes that we see people make during an IPO. experienceyourwealth.com/financial-plan…

Boston-based Klaviyo went public today! Here's how #Klaviyo employees can plan for their RSUs, ISOs + NSOs to help minimize taxes, while also maximizing their life. experienceyourwealth.com/financial-plan…

Do you have a large chunk of RSUs vesting in the near future? (Shoutout Klaviyo and Instacart employees!) Watch out for a surprise tax bill. RSUs are typically withheld at a 22% federal tax rate, but if your effective federal tax rate > 22%, you'll be under-withholding tax.

Huge thanks to Brendan Frazier for having me on his podcast! In this episode, we pull back the curtain of EYW to talk about how we always put a clients’ life at the center of their finances.

Hey Klaviyo equity holders - here are 5 strategic questions to ask yourself before year-end as it relates to your equity to help you develop a life-centered, tax-efficient plan for your equity from the #IPO.

To help reduce the likelihood of going down the wrong future path, consider goal setting as: 👉 Take guesses at what future you will want 👉 Run some experiments 👉 Reflect on the experiments 👉 Rediscover what you think is important to you ... rinse and repeat

Experience Your Wealth is #hiring! We’re looking to add a fully remote paraplanner with ideally 2+ years of full-time experience in a paraplanning role. Details to apply here 👉bit.ly/EYWparaplanner…

This mindset shift from Jake Northrup, CFP®, CFA, CSLP® is 🔥

As EYW is about to finish its 5th year, it felt like a great time to reflect upon the journey. Here are the 7 lessons I've learned in years 3 - 5 of scaling EYW. Thanks to MichaelKitces for the opportunity to share!

Having clients talk about their goals for the future is one thing. Having clients create a vision of their future is next-level. Check out how Jake Northrup, CFP®, CFA, CSLP® does it with his "Life Planning Timeline."

Experience Your Wealth is #hiring! We’re looking for a relatively newer CFP® professional to join our team as a fully remote Associate Financial Planner. Details to apply here: bit.ly/EYWAssociateFi…

The new $40k SALT deduction is a major win for high earners in high-tax states, but begins to phase out >$500k of income. This makes proactive tax planning crucial if you're in the $500k - $600k income range. Claire Boston Yahoo Finance finance.yahoo.com/news/who-stand…