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0:01:21
Too Much NVDA Stock? Here’s How to Diversify
0:02:48
Do You Earn NVDA RSUs? 3 Tips for Managing Taxes, Cashflow, and Risk
0:02:29
HSA Considerations for Couples: Choose the Best Option for Your Family
0:00:49
Charitable Trusts for Gifting Appreciated Stock: Maximize Your Impact
0:00:40
Qualified Charitable Distributions (QCD) vs. Direct Charitable Donations
0:00:53
Maximize Tax Benefits: Donor Advised Fund (DAF) & Appreciated Stock
0:01:38
Investing Insights: Learning from the Gartner Hype Cycle
0:00:53
Should You Participate in the Microsoft ESPP?
0:01:27
Manage NVIDIA RSUs When Prices Drop: Diversification & Tax-Loss Harvesting
0:00:31
Microsoft ESPP – Tax Strategy
0:02:55
Cashflow and Tax Tips for NVIDIA RSUs When Stock Prices Grow
0:00:27
Microsoft ESPP – Buy MSFT Stock at a Discount
0:02:19
How Does a Separately Managed Account (SMA) Work?
0:02:36
Triple-Tax Benefit of Health Savings Accounts (HSA)
0:04:52
Prioritize Your NVIDIA Benefits: Top 4 Employee Benefits to Leverage
0:00:49
Microsoft DCP Essentials #4 – Scheduling Your Payouts
0:00:41
Microsoft DCP Essentials #3 – Investment Strategies for Long-Term Growth
0:01:00
If You’re Level 67 at Microsoft – You’re Eligible for DCP 2024
0:00:58
Microsoft DCP Essentials #2 – Manage Cashflow with MSFT RSUs 2024
0:01:10
Microsoft DCP Essentials #1: Defer Your Income- Reduce Your Tax Bill For 2024
0:01:15
Microsoft DCP Essentials: 4 Considerations for Level 67+ Employees
0:03:32
Charitable Giving: Reduce Your Tax Bill
0:02:23
Microsoft ESPP – Should I Participate?
0:02:45
Make Your Nike Stock Award Decision for 2024: RSUs vs. Stock Options
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