How to Handle Employee Stock Options with Laura Morganelli
Release Date: 04/20/2020
How the Pandemic is Disproportionately Impacting Women
Work Your Wealth Podcast
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: The issues women have been facing over the past 18 months Examples of how women have been disproportionately impacted during the pandemic Where women started in the labor force compared to where we are today The impact of the 19th amendment on women in the workforce The long-term impact of the gender wage gap Comparing the changes men and women have faced as a result of COVID-19 The pressure that we perceived and now is being voiced by society due to the pandemic The average cost for childcare and how it relates to other expenses How the...
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5 Lessons Learned Over the Past Four Years
Work Your Wealth Podcast
One of the best parts of launching this podcast is to talk to others about money topics and addressing concerns they’ve had or seen. Today is an important episode in the direction of the Work Your Wealth podcast and where you might continue to find financial resources. Today I'm talking about 5 important lessons I’ve learned over the past four years through my journey with this podcast and what the future will hold for me and . HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: The timeline of the Work Your Wealth Podcast The reason behind launching the podcast and writing the...
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The Relationship You Want with Your Financial Advisor with Dasarte Yarnway
Work Your Wealth Podcast
Dasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping millennials and seasoned investors design their best lives. Since the firm's inception, Berknell Financial Group has become one of the most notable millennial-led financial services organizations. In an industry that focuses on revenue and dollars-invested, Dasarte realized that a firm's value is created through how they could invest in their clients. Through this, The Wealth Bridge™ , Private Client Groups and Berknell Athletes were created....
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Diversity and Inclusion in Financial Planning with John Eing
Work Your Wealth Podcast
John Eing is a partner and financial advisor at Abacus Wealth Partners. As a financial advisor, John is passionate about simplifying and demystifying finances for his clients, and creating sound financial strategies allowing them to do what they love most. He is also a member of the firm’s M&A team and investment committee. Prior to joining Abacus, John was the Controller of Wells Fargo's $30B asset-based lending group. He holds an Executive MBA from the Anderson School of Management at UCLA, a BA in Economics from UC Berkeley, is a Certified Public Accountant,...
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Are You Better or Worse off Financially in 2020?
Work Your Wealth Podcast
Are You Better or Worse off Financially In 2020? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come across from readers and clients throughout my career. Today I’m answering the above question. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: Why the end of the year is my favorite time of year for clients Questions I consistently receive as the year is closing out A way to gauge if you are better or worse...
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The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur with Ariel Ward
Work Your Wealth Podcast
Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals understand their financial lives and make better decisions with their money. She enjoys working with clients in the aviation industry to make the most of their employee benefits and map out a plan for personal...
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Living a Financially Intentional Life with Naseema McElroy
Work Your Wealth Podcast
Naseema is the founder of Financially Intentional, a platform about personal finance and living life intentionally. She discusses how taking control of her finances has enabled her to overcome bankruptcy, divorce, and break the cycle of living paycheck to paycheck. She shares her lessons along her path to help others benefit from the freedoms of financial independence. Outside of encouraging people to get their financial act together, Naseema is a mother and Labor and Delivery Nurse. Though making six figures for years, she struggled with money. Finally realizing she couldn't out-earn her...
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What Do I Do After I Max Out my 401k with Ariel Ward
Work Your Wealth Podcast
Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals understand their financial lives and make better decisions with their money. She enjoys working with clients in the aviation industry to make the most of their employee benefits and map out a plan for personal...
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Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson
Work Your Wealth Podcast
As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial planning to LGBTQ entrepreneurs who run mission-driven businesses. Entrepreneurs hold a special place in his heart. He spent a decade defending them against the IRS as a tax attorney and has become one himself as an advisor. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: How Brian evolved from a tax attorney into a CFP™ Navigating unique financial needs for the LGBTQ community The impact of marriage on a couples’ finances Estate planning challenges for domestic partnerships The financial...
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Self-Care & The Pursuit of Peace (of Mind) with Joy Lere
Work Your Wealth Podcast
A sought-after clinician, consultant, speaker, and writer, Dr. Joy Lere is a psychologist who practices at the intersection of behavior and business, specializing in work on the merger of money, mind, and meaning. Her signature work fuses Freud, Frankl, and the world of finance. She partners with bright, impact-driven, motivated professionals motivated to develop richer, more resonant lives. With one foot firmly planted in the field of psychology and the other waltzing down Wall Street, she works as a behavioral finance consultant for the financial services industry. She has previously served...
info_outlineThis week I sat down with Laura Morganelli, CFP® to talk about how to handle employee stock options and some of the things to be aware of if and when you decide to exercise those options.
Laura joined Abacus Wealth Partners in 2015. With over 7 years of experience in personal finance, her main goal is to bring a sense of peace in people’s financial lives. She recognizes that financial planning and investment management topics can sometimes feel complex and scary and is passionate about providing guidance and education in simple, human, and enjoyable ways. Laura lives in Philadelphia. When she is not nerding out over Excel spreadsheets or burying her nose in a book, she can be found at the dog park with her pup, Bella, working out, enjoying happy hour and trying new restaurants with friends, or traveling to new cities.
Family is also important to her, considering their influence is a big part of who she is today. As a child her parents often told her “If you love what you do, you’ll never work a day in your life.” Those words have stuck with her over the years. Her eagerness to build knowledge, coupled with her love of meeting new people, has made financial planning the perfect fit.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
- What stock options are and what you can or can’t do with them
- Exercise price, stock price, vesting dates, grant dates, and more explained
- What exercising your stock options looks like
- Different avenues for exercising your shares
- The role taxes play upon exercising your options
- What a spread is and how it can impact your taxes and compensation
- The difference between non-qualified and incentive stock options
- Capital gains tax considerations
- Considerations for holding versus selling options
- A common misconception to be aware of
- The benefits of being awarded stock options and how they can enhance your life
- Vesting schedules
- What to be cautious of regarding expiration dates
GET SOCIAL WITH LAURA AND LET HER KNOW YOU HEARD ABOUT HER HERE