397: Estate Planning, Wills, and What to Do NOW to Protect Your Heirs

397: Estate Planning, Wills, and What to Do N...

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Katie Wants to Quit Her Job. Can They Afford It?

In this Finance Friday episode of the BiggerPockets Money podcast, hosts Mindy Jensen and Scott Trench analyze whether Katie can step back from work while still making sure that her husband, Jesus, can retire early at 50. They break down the FIRE math, withdrawal strategies, heal ...  Show more

What to Do When Most of Your Wealth Is in Company Stock

If you work at a startup or public tech company and have RSUs, stock options, founder shares, or a potential IPO on the horizon, this episode could save you thousands—or even millions—in taxes. Equity compensation can be one of the fastest paths to building wealth, but it can als ...  Show more

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