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The curated library of wealth planning resources for tech people
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Company Equity
Everything you need to know about startup stock options
What to do if your company has a tender offer?
What to do if you work at an “overvalued” startup?
What to do as an employee if your company raises a down round?
Everything you need to know leading up to an IPO as a startup employee
Understanding Startup Offers
Stock Options 101
Early Exercising and 83(b) Elections
A Framework For Thinking About Exercising Your Stock Options
Equity in Your Tech Job Offer: Everything You Need to Know
Here’s How to Protect Your Equity If You Get Laid Off
Post-Termination Exercise Window: Why It Sucks and What You Can Do About It
What Happens to My RSUs When My Company Gets Acquired?
RSU 101
How to Communicate Equity Value to Your Employees
Non-Recourse Financing
Liquidity Events
Case Study: Early employee at unicorn saves ~$128k in taxes through early exercising
Tender Offers
Qualified Small Business Stock (QSBS)
Investing
Intro to Crypto Investing
Options Trading
Accredited Investor Overview
Everything you should understand about banks and deposits
Managing your finances as a married couple
Exchange Funds
Intro to Alternative Investments
A Conversation with Josh Wolfe: Macro, Mentors, Motivation
Investing in Venture Capital
Reflections on the Investing Process with Michael Mauboussin
Primer on Private Debt
Measuring VC Fund Performance
Art: A Viable Alternative?
Should You Invest in Startups?
Want to Invest Like a Venture Capitalist? Launch an SPV.
Active and Passive Investing
Do Tech Employees Really Need a Financial Advisor?
Public Investing for Startup Employees
Do I Need an LLC to Angel Invest?
Self-Directed IRAs (SDIRAs)
529 Plans
Direct and Custom Indexing
Retirement 101
Municipal Bonds
Borrowing
Crypto Borrowing
Stock Option Financing
Buying a House
Intrafamily Loans
Tax
Crypto Taxes
Moving from California with Startup Equity
Tax extensions explained
Estate Planning
Estate 101
Estate Decisions
Estate Deep Dive
The Lifetime Exemption
Grantor Retained Annuity Trust (GRAT)
Philanthropy
Donating Crypto
Philanthropy 101
Private Foundations
Donor-Advised Funds (DAFs)
Insurance
Term Life Insurance
Types of Insurance
Career
Interview with Samir Rao, Early Finance Hire at Chime
Interview with Peter Yang, product leader from Reddit, Meta, Twitch, and more
Interview with Thiago Costa, product designer and founder of Fey and Narative
Interview with Sahar Afrakhan, early growth and product owner at Superhuman
Interview with Trevor Sookraj, growth marketer turned founder
Interview with Nicolas Solerieu, designer at Github and early designer at Opendoor
Interview with Gavin Nelson, product and icon designer
Interview with Ian Chan, Employee #25 at Branch
Interview with Sima Gandhi, Employee #15 at Plaid
Interview with Dan Romero, Employee #20 at Coinbase
Interview with Julia DeWahl, Employee #10 at Opendoor
Interview with Stephanie Wei, Former VP of Marketing at NerdWallet
Interview with Patrick Coleman, Former VP Growth at Replit
Interview with Badrul Farooqi, First PM at Figma
Interview with Benjamin de Cock, Early Designer at Stripe
Interview with Kevin Hsu, Early Product Manager at Carta
Interview with Rex Salisbury, Early Engineer at Checkr
Interview with Matt Hamilton, Early Engineer at Venmo
Interview with Sagar Jajoo, First PM at Truework
Interview with Maksim Stepanenko, Employee #21 at Coinbase
How to Negotiate a Tech Job Offer with Josh Doody
Interview with Lenny Rachitsky, Writer of Lenny’s Newsletter
Interview with Manuela Rios, Early PM at Robinhood
Interview with Akshay Kothari, Chief Operating Officer at Notion
Interview with Anthony Chen, Employee #1 at Flexport
Interview with Anuj Abrol, Former Chief of Staff for Justin Kan
Interview with Ryan Choi, Engineer #7 at Salesforce
