Psychology of Sudden Wealth: How to Confront a Spouse Who Wants to Splurge After an IPO
Your company’s gone through an IPO, the lockout period is coming to a close, and you’re counting down the days until you can finally get your hands on some of that hard-earned cash. That is… until your husband or wife starts talking about their ideas on what you two should do with the money… and […]
Managing a Financial Windfall With Your Partner: IPOs
We all know the cliche: most lottery winners end up broke. And we also all know why: When people who aren’t used to big financial windfalls receive them, they don’t know how to manage them properly. Even if they’re given a “golden ticket” amount—where technically, on paper, they’d never have to work again—many still end […]
How & When to Sell Shares After an IPO
It was a Friday, and I’d just wrapped up a long week of work in our San Francisco office. I was excited to get home, and at first it seemed like any other week: get to the airport, grab some breakfast, and hop on the plane home to my wife and children in Tennessee. That’s […]
5 IPO Planning Mistakes to Avoid
As you might have guessed from the title, I’ll use this post to go over five specific IPO planning mistakes to avoid. These are all things I’ve seen clients do when preparing for their IPOs, so I want you to be aware of them. But before we jump into that list, and almost more important […]
Profitable Passive Income Investments After Your IPO
Anytime someone talks about financial freedom, you hear about passive income. It’s most peoples’ fantasy. After all… why wouldn’t it be? Who wouldn’t want to have enough money coming in to pay their bills without having to trade 40+ hours for it every week? The idea of it feels somewhat mystical, and while solid passive […]
IPO Planning for Your First IPO: Start Here Guide
For most tech employees, finding out an IPO is on the horizon is like a sailor seeing land for the first time in months: They know their hard work & risk-taking has paid off, and they’re about to be rewarded with the excitement and freedom that comes with this new financial territory. And it really […]
Prepping for Dinner Party Topics Post You-Know-What
It’s been 12 long months. You are finally fully vaccinated and have been invited to your first post-pandemic dinner party. You get to the party and after the usual greetings and small talk the conversation shifts to an animated discussion about the latest way to participate in an IPO. You remember reading something about it […]
You’re an IPO Millionaire worth $5 Million+ Now What?
“Sure,” you thought, when you started working for your company. “These stock options are probably a good idea… but I guess we’ll just wait and see if they turn into anything.” You didn’t necessarily think you’d become an IPO millionaire. But fast-forward a few years, your company has announced their IPO, and…. WOW! ???? Based […]
Startup Founder Equity & Planning for Multiple Acquisitions + IPOs: A Case Study
When you start a company, you’ve probably got big goals for it. In the tech world, big goals = acquisitions and IPOs. And from a financial planning perspective, acquisitions and IPOs are BIG deals. After all, as a startup founder, they are THE first major chance you have to turn your hard work into serious […]