Sona Wealth

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Mark Struthers

Listed Options & Equity Compensation Risk

Listed Options & Dealing with Equity Compensation Concentration Risk The narrative of equity compensation causing dangerous concentration risks for employees is far too common in today’s business world. Between NSOs, ISOs, RSUs, and other forms of equity compensation, many employees find themselves in positions where their company’s stock makes up over 30% of their liquid …

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Why Is The Market Afraid Of Inflation? Is Baba Yaga Transitory?

Inflation. It’s all you hear nowadays. Inflation, Inflation, Inflation. The fear we hear from the word inflation when it is uttered on Bloomberg or CNBC is reminiscent of the name Baba Yaga in the movie John Wick. But why does the market fear inflation as much as the Russian mobsters who feared a widowed hitman …

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Equity Compensation — NSO & ISO Basics

The two main types of stock options are incentive stock options (ISOs) and non-qualified stock options (NSOs). Many professions love to use acronyms, but especially finance. But as my English-major wife points out, NSO and ISO are initialisms, not acronyms. To make things even more confusing, some use the abbreviation of NQSO instead of NSO; …

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Negotiating College Award Letters With Shannon Vasconcelos

https://www.podbean.com/media/share/pb-q4zrv-feef03 If you didn’t know you could negotiate, you are not alone. Negotiating college award letters is not only possible but can save a family thousands. Shannon Vasconcelos from Bright Horizons will tell us how to do it and how to do it right! For questions on working with Shannon: https://getintocollege.com/Our-Experts/Finance-Experts/Shannon-Vasconcelos The MNice Investor Goes …

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An Alternative Approach To Retirement With Denise Downey

https://www.podbean.com/media/share/pb-7r7gj-fd0e24 Retirement expert Denise Downey joins us to discuss different approaches to retirement. Times have changed over the last 20 years and maybe our approach to retirement should too. And as always, we will discuss how college planning fits into her alternative retirements. For questions on working with Denise: https://www.financialtrex.com/ For Sona’s free eBook on …

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New Dad Jokes & FAFSA Gets An Update — Some Good. Some Really Bad!

https://www.podbean.com/media/share/pb-cx37q-fa8f09 We start off with new dad jokes to warm you up (wind chills of -30 here in MN!). We then talk recent changes to FAFSA (need-based aid) passed with recent COVID legislation. Some good changes. But mostly bad, especially for families with multiple kids.  Article referenced in podcast – Mark talks college saving ratios: …

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Applying For College In The Age of COVID With John Hupalo

https://www.podbean.com/media/share/pb-62mjn-f8823b COVID has made a challenging time, even more difficult. Current high school juniors and seniors face challenges most students don’t face. Our guest, John Hupalo, is a great guide to help parents and students down this unexpected detour of their college funding journey. John is the founder of Invite Education.com, which includes MyCollegeCorner.com. He …

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