What if I told you all of your beliefs around money are wrong? As a financial planner, I’ll be sharing the biggest myth in personal finance, whether taxes matter or not, and give you 4 easy steps to avoid the consequences of this myth.

Become smarter than most CPAs on ESPPs in just a few minutes. I’m covering everything you need to know including examples and most importantly, the common ESPP tax hack that can actually break your taxes.

There are 3 ugly truths that no one has told you about your RSUs. These things happen outside of your control and are set up as the default, yet you’re left to pay the bill. If you’re passive with your RSUs, just letting them vest, or if you skip this info, it’ll triple your trouble. So let me show you the 3 easy steps on how to fix it, save on taxes, and optimize your RSUs. Because not even your CPA will tell you the truth until it’s too late.

You own incentive stock options and aren’t sure when to exercise. The timing here is extremely important. Exercising at the wrong time may subject you to a tax approaching a shocking 50 percent. And yes, one single day can make the difference.

Contrary to what you think, the Alternative Minimum Tax can actually be a really good thing. But it can negatively increase your tax bill. So is AMT good or bad? Yes. I'm going to ask 7 questions that can clarify whether AMT may be good or bad for your situation.

Supercharge your ESPP through a few simple tricks.