Insights on Wealth & Wellbeing

The SpaceX IPO could be the largest in history and the most complex liquidity event of your career. This guide covers what Bay Area employees and alumni need to know about equity types, California taxes, lockup strategy, and building the right team.

FIRE isn't just about hitting a number. It's about designing a life you don't need to escape from—values, taxes, identity, and all the pieces in between.

If your career, income, and portfolio are all tied to the same company, you're more exposed than you think. This guide breaks down why concentrated stock positions are risky, what keeps tech professionals from acting, and the practical strategies to diversify without letting taxes make the decision for you.

Restricted Stock Units (RSUs) are a key component of compensation for tech professionals, offering significant financial opportunities when managed wisely. This guide explains how RSUs work, their tax implications, and strategies to maximize their value through smart planning and diversification.

Ever wonder what biases influence your financial advisor's recommendations? In this transparent look at the psychology behind financial advice, I reveal my own planning biases and explain how these hidden perspectives shape the guidance we receive.

It is important to understand why you are seeking financial freedom before you plan how to achieve it.

Unconventional things your financial planner might never mention to you.

My story on how and why I switched from a career in software engineering to financial advising.