The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
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1
Remote Work and Mobility Situations – A Conversation with Partner at Vialto Partners, Rob Cinberg
30:51
30:51
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30:51
Are you a mobile public company executive who enjoys a flexible hybrid work model? If so, how do state-to-state taxes impact you, let alone non-US taxes should you work abroad during an abbreviated vacation? What are your remote mobility tax considerations should your location be either short or long term? What are your mobility tax considerations …
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1
Tax Planning for The Expat Executive – A Conversation with Partner at Vialto Partners Rob Cinberg
35:56
35:56
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35:56
Are you a public company executive who is either on assignment to the US or elsewhere in the world? If so, how do international taxes impact your personal situation? What are your mobility tax considerations should your location be either short or long term? What is “tax equalization” and how does it actually work? Are there other filings required …
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1
Change in Control: Equity Considerations for an Executive Impacted by a Company Split - A Conversation with ArentFox Schiff partner Michael Andresino
23:45
23:45
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23:45
Are you a public company executive who is, or will be, affected by a change in control event, such as a spin-off? Do you have concerns around how the transaction will impact your LTI and other compensation benefits? Is there a plan in place allowing you to maximize benefits going forward? In this episode, we address personal financial planning cons…
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1
Executive Women’s Wealth Building Through Compensation: Paths, Obstacles, Strategies and Tactics Part 2 - A Conversation with M3x Analytics LLC. Founder Linda Steffen
16:22
16:22
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16:22
As an executive woman, what are your personal hopes and dreams for yourself and your family? What is wealth building within the context of your employment and what can be done to help you gain greater access to significant wealth creation? What can you do from a planning standpoint to ensure independence financially as you aspire towards the top C-…
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1
Executive Women’s Wealth Building Through Compensation: Paths, Obstacles, Strategies and Tactics - A Conversation with M3x Analytics LLC. Founder Linda Steffen
15:42
15:42
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15:42
As an executive woman, what are your personal hopes and dreams for yourself and your family? What is wealth building within the context of your employment and what can be done to help you gain greater access to significant wealth creation? What can you do from a planning standpoint to ensure independence financially as you aspire towards the top C-…
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1
Special Needs Planning: A Conversation with Lesley Mehalick, Shareholder and Supervising Partner for the Estates and Trust Department of McAndrews Law Offices
27:03
27:03
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27:03
Do you have a loved one with special needs, and what concerns do you have with regards to their financial future? How do you know if a special needs trust is right for your situation? What can you do from a planning standpoint to ensure independence financially for your special needs child? In this episode, we address several important questions ev…
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1
Knowing Your Market Value In Terms of Opportunity: A Conversation with M3x Analytics LLC. Founder Linda Steffen
36:25
36:25
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36:25
This episode, we focus on what it means to know your market value in terms of opportunity. We are joined by Linda Steffen, M3x Analytics LLC. Founder.By SFG Wealth Planning
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1
Special Needs Planning - A Conversation with Crystal Edwards
32:35
32:35
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32:35
Nearly 54 million Americans cope with special needs and the rising associate expenses according to the National Organization on Disability. 1 in 26 American families are raising children with a disability. 69% of families say they are very concerned about being able to provide lifetime care for their dependents with special needs. Approximately 7 o…
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1
Stock-Based Compensation – A Conversation with myStockOptions.com Editor-in-Chief and Co-Founder Bruce Brumberg
35:55
35:55
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35:55
As an executive moves through their career, either within an organization or to others, various forms of stock-based compensation may be acquired. The long-term wealth creation from these various grants may be significant and yet the differences, tax implications, and complexity can be overwhelming. As always, the focus shouldn’t be on short-term r…
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1
Pension Planning - A Conversation with Steve Bowers
40:25
40:25
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40:25
When an executive is faced with a pension decision, they’re making an irrevocable choice. Most executives will admit they don’t want to “blow it” and make the wrong decision. Often, they’re overwhelmed by the plethora of election options within the plan. When a company makes changes to its pension plan, this can throw a monkey wrench into the execu…
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1
Financial Parity Planning with BDO’s Terry Adamson
37:40
37:40
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37:40
When an executive is presented with an advanced role at another organization, they have various opportunities they need to compare. The focus shouldn't be on short-term, but long-term wealth creation not overlooking the financial implications of leaving money on the table. What would the new company need to offer to augment what they already have? …
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This is a preview of the subjects we will cover in season 1 of our show!By Charles "Chuck" Steege, CFP®, CEP, CKA® and Matthew P. Witter, CFP®, ChFC®, AIF®
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