Brett Wysopal, CFP®, ECA
@Soaps27Helping Equity Compensated Individuals & Ex-D1 Hockey Players Build Their Ideal Life| Lead Planner@ Secfi| Girl Dad 2X| Tweets ≠ advice.
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Last Friday, my wife and I managed to do something rare for us—take a little time for ourselves. We joined the Stoffer Home tour in Grand Rapids, stepping away from the usual daily chaos of work and parenting. As a financial planner, I often encourage my clients to prioritize…
One of the most common things I hear when we first discuss an equity strategy is, "I’m not sure I want to sell that much." It’s understandable. You’ve worked hard for your equity, and letting go of shares, even a small amount, feels like you’re giving away something for less…
In my 8 years as a financial advisor, I’ve seen it countless times... People start out managing their finances just fine…until life gets complicated. It starts the same way every time: ↳They have started from the bottom and worked their way up the ranks. While starting,…
Yes yes yes. Psyched to watch this. fedalie.film/?utm_source=ca…
As a financial planner, one of my main roles is to educate clients about their equity compensation. And, more often than not, I hear this line: “RSUs are simple—I don’t need any assistance with them.” But Restricted Stock Units (RSUs) aren’t as straightforward as they seem.…
"No Tax Implications on ISO Exercise" Hold up! Recently, I had a conversation with a start-up employee who was about to make a critical—and costly—mistake regarding their Incentive Stock Options (ISOs). As an employee at a high-growth company, they were granted ISOs and, like…
Recently, I’ve met with several people who were promised “free financial planning.” But as we dug deeper, they’d already been pitched a product—with large premiums. Something about this approach feels fundamentally wrong. It’s easy to be convinced that a single financial…
A common misconception about equity compensation is that it’s an “all or nothing” game. This mindset can lead to regret, especially if the company stock doesn’t perform as hoped – or, on the flip side, accelerates in value after you’ve cashed out. Here’s the truth: ✅ The real…
The data doesn't lie—your assumptions might. The idea that you can consistently beat the market is a myth. One year, your picks are at the top; the next, they're scraping the bottom. Get yourself diversified to smooth the ride
"I’m firing my advisor because performance has lagged the benchmark” I recently came across a post from someone deciding to fire their financial advisor, influenced by recent market performance and a desire to go the DIY route with index funds like VOO and VTI. This got me…
If you’ve welcomed a new family member don’t ignore your new risk. I find most people completely ignore updating their estate plans and life insurance/Disability coverages. Leaving yourself exposed when the potential dependency on you is larger than before is a bad problem.
Goldman Sachs has issued their warning! 🚨🚨🚨 And if you're building your portfolio based on their predictions, you should reconsider. If you don't believe me let's take a look at their December 2022 prediction: S&P 500 would end 2023 at 4,00.... S&P 500 Finished 2023 at…
“I can’t exercise my stock options until they vest” Not necessarily! You can actually exercise stock options before they vest. It’s a common misconception that you have to wait for your stock options to vest before exercising. In reality, some companies allow early…
Many people think they can hold onto their RSUs and wait for the stock price to climb. But here’s what they’re missing: - Your company only withholds 22% for taxes upfront up to $1Million in supplemental income.(37% above $1Million) - If the stock price drops after vesting, your…
Building financial independence foundation: 1) 1 month of living expenses in a checking account 2) Payoff high-interest debt 3)Create an emergency fund of 3-12 months 4) Save 20% of gross income
Tax-loss harvesting can be a powerful strategy to utilize within your portfolio. For individuals selling ISOs at long-term capital gains, it is essential to be aggressive in taking losses.
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