Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Michael Garry & Madison DeMora
62 episodes
1 week ago
Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
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Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
Ep. 43 Maximizing Your Stock Awards: A Guide to RSUs and Stock Options
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
17 minutes
10 months ago
Ep. 43 Maximizing Your Stock Awards: A Guide to RSUs and Stock Options
Send us a text In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison Demora and Mike Garry break down the essentials of employer stock awards, including Restricted Stock Units (RSUs), stock options, and the key financial strategies you need to know. Learn how vesting schedules, strike prices, and cashless exercises work, and discover how to manage tax implications while maximizing your income potential. Whether you're new to stock-based c...
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
