If you’ve ever received RSUs, stock options, or ESPP shares as part of your compensation, you might be sitting on a huge opportunity — or a costly tax surprise.

In our first episode of Season 2 of The Abundance Mindset, we break down:

• Common mistakes made with equity compensation, particularly RSUs
• The tax pitfalls with RSUs many are not aware of
• How to incorporate RSUs and equity compensation into broader financial planning

🎯 RESOURCES FROM THIS EPISODE:

• Take our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8
• Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contact
• Schedule a complimentary 15 minute consultation: https://calendly.com/allison-04or/phone-call-with-allison

🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/Udcw1MC4skU

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.

Hosted on Acast. See acast.com/privacy for more information.

Not all debt is created equal. Leverage can warm your house or burn it down. Used strategically, it can help you control more assets with less of your money. In this episode, we work through productive mental models for assessing the risks and rewards of using leverage.

Contact: Ben@abundancewm.com

Website: Abundance Wealth Management

Show music: Can We Go by The Violet Nines

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

Hosted on Acast. See acast.com/privacy for more information.

We welcomed Paul Reimer back onto the podcast for a discussion on his personal principles he uses to manage his own investments. As a multi-decade DIY investor, Paul has incredible wisdom and clarity on just what it takes to manage your own investments. This is an excellent discussion to help evaluate what good investment management is and what types of people it is well suited for.

Contact: Ben@abundancewm.com

Website: Abundance Wealth Management

Show music: Can We Go by The Violet Nines

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.

Hosted on Acast. See acast.com/privacy for more information.

We welcomed Paul Reimer onto the podcast for a discussion around AI, technology, and the companies innovating in these areas. Paul shares views he's formed as a result of his extensive career and experience with technology and investment management, giving perspective on what we're seeing in the market today around technology stocks.

Contact: Ben@abundancewm.com

Website: Abundance Wealth Management

Show music: Can We Go by The Violet Nines

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.

Hosted on Acast. See acast.com/privacy for more information.

How do you make an efficient plan for near term and long term taxes in an uncertain legislative environment? 2025 has several uncertainties around what taxes will look like as we peer into 2026. Join us for a discussion on how we evaluate near term and long term tax impact and how we effectively plan throughout periods of uncertainty.

Contact: Ben@abundancewm.com

Website: Abundance Wealth Management

Show music: Can We Go by The Violet Nines

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

Hosted on Acast. See acast.com/privacy for more information.

It's April 7, 2025, and the market has corrected downward significantly in the last several weeks and particularly in the last several business days. As an investor with a portion of your net worth placed in the market, how should you think about and react to market volatility like what we're experiencing right now? I'll walk through an overview of current circumstances, contextualize today through the lens of historical data, and discuss the mindests + practices individual investors can deploy to remove the fear and anxiety that can occur when markets correct downward and increase in volatility.

Contact: Ben@abundancewm.com

Website: Abundance Wealth Management

Show music: Can We Go by The Violet Nines

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

Hosted on Acast. See acast.com/privacy for more information.

We hear a lot of questions and opinions about investment management. In this episode we break down different definitions of investment management, run those services through our "value vs. price" filter, and talk about what investment management means at Abundance in detail.

Contact: Ben@abundancewm.com

Website: Abundance Wealth Management

Show music: Can We Go by The Violet Nines

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.

Hosted on Acast. See acast.com/privacy for more information.

To rollover or not to rollover... It shouldn't be a surprise by now to learn that the answer depends on your individual circumstances. We peel back the advantages and disadvantages of aggregating retirement accounts within IRA / Roth IRA environments and discuss some of the circumstances that could point an individual in one direction over another.

Contact: Ben@abundancewm.com

Website: Abundance Wealth Management

Show music: Can We Go by The Violet Nines

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.

Hosted on Acast. See acast.com/privacy for more information.