Ranked by total public view count. Top 15 of this channel's videos we track · public YouTube data only, nothing fabricated.
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Non-Qualified Stock Options: Basics | Taxes | When Should You Exercise?19.8K views - 2
How To Avoid Tax Surprises and Penalties On Your RSUs and Stock Options7.0K views - 3
How To Design a 10b5-1 Equity Compensation Trading Plan2.3K views - 4
The Incentive Stock Option (ISO) Tax Game: Are The Savings Really Worth It? w/ Aaron Agte, CFP®1.0K views - 5
How to Design Your Own Restricted Stock Unit (RSU) Strategy w/ Samuel Deane, MBA889 views - 6
Not As As Good As It Sounds? What $100,000 of RSUs REALLY Looks Like.790 views - 7
HELP! My Company Stock Is Falling! What Does It Mean For My RSUs / ESPP / Stock Options?776 views - 8
Cerner Employee Special: How the Oracle Buyout Affects You (with Donovan Brooks, CFP®, CKA®)672 views - 9
Your Company IPO: What To Expect & How To Prepare w/ Daniel Zajac, CFP®, EA600 views - 10
What Does Working With a Financial Planner Look Like? Cash Flow & Tax Planning579 views - 11
What Does Working With a Financial Planner Look Like? The Intro Process & Financial Analysis289 views - 12
Real Estate Investing w/ Cynthia Meyer, CFA®, CFP®, ChFC®250 views - 13
Charitable Giving w/ Meg Bartelt, CFP®: Donating Money, Stock, & Energy217 views - 14
What Does Working With a Financial Planner Look Like? Creating Your Vision198 views - 15
What Does Working With a Financial Planner Look Like? Onboarding & Getting Organized185 views