RSUs to ISOs: Stock Options for Techies and Start Ups

RSUs to ISOs: Stock Options for Techies and Start Ups

Author: Lane Kawaoka, PE September 17, 2024 Duration: 32:09

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/


Understanding RSUs and ISOs: Expert Insights for Tech Startup Employees


In today's podcast, we bring on an expert to discuss Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs) for those in tech startups. We delve into the impact of the September 13 end of corporate stock buybacks on tech stocks and what it could mean for your investments. With interest rates dropping, now might be a crucial time to reconsider putting more money into the stock market. Additionally, we discuss the potential benefits of diversifying out of traditional investments and explore opportunities in real estate syndications. Join our live webinar this Thursday for more exclusive insights, and don't forget to visit thewealthelevator.com/club for access to special events and to book your onboarding call.


00:00 Introduction to RSUs and ISOs in Tech Startups

00:23 Impact of Corporate Stock Buybacks Ending

00:49 Market Implications and Investment Advice

00:59 Diversifying Investments and Financial Planning

01:16 Upcoming Events and Opportunities


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


Hosted by Lane Kawaoka, PE, The Wealth Elevator Podcast: Real Estate, Taxes, Investing is a practical conversation about building wealth beyond a traditional salary. Lane started in 2009, purchasing small rental properties while working as a W2 engineer, and has since helped manage over $2.1 billion in assets as a general partner. This journey forms the backbone of the discussions, where he breaks down a clear, three-step system for financial growth. You'll hear detailed explorations of alternative investments designed to diversify a portfolio, alongside deep dives into strategic tax planning. The focus is on actionable knowledge, moving from theory to the real-world mechanics of investing. Each episode aims to demystify complex topics, offering a path that has been personally traveled. This isn't about get-rich-quick schemes; it's a methodical look at creating lasting financial freedom through real estate and other asset classes. Tune into this podcast for straightforward advice from someone who has navigated the path from employee to investor, sharing lessons learned to help others elevate their own financial trajectory. The tone is direct and informed, rooted in Lane's professional engineering background, making complex subjects accessible for anyone ready to take control of their financial future.
Author: Language: English Episodes: 100

The Wealth Elevator Podcast: Real Estate, Taxes, Investing
Podcast Episodes
Maximizing Retirement Plans and LP tips [not-audio_url] [/not-audio_url]

Duration: 37:57
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/m…
The 4 Ways Real Estate Makes You Money (30% ROI With Real Numbers!) [not-audio_url] [/not-audio_url]

Duration: 21:24
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/m…
New Deal Desk: Vetting Deals and Operators [not-audio_url] [/not-audio_url]

Duration: 8:53
In this episode, we delve into the challenges of transitioning from owning rental properties to investing in syndications, private placements, and private funds. Our host discusses common pitfalls, the importance of due…
2.5M Net Worth Coaching Call: Sell the rentals? [not-audio_url] [/not-audio_url]

Duration: 53:36
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/m…
2025 Trends: Real Estate, Economic Shifts, and Investment Strategies [not-audio_url] [/not-audio_url]

Duration: 56:39
In this episode, we delve deep into the anticipated trends for 2025 and beyond, focusing on various economic shifts, commercial and residential real estate dynamics, and macroeconomic factors. We explore the impact of Tr…
Revisiting My First Podcast: 9 Years Later, What’s Changed? [not-audio_url] [/not-audio_url]

Duration: 20:14
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/m…
Angel Investing 101: A Beginner’s Guide to High-Growth Investments [not-audio_url] [/not-audio_url]

Duration: 44:52
Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here.In this episode, the host speaks with his mentor Cliff, an experienced investor in…
Net Present Value Method in Retirement Planning [not-audio_url] [/not-audio_url]

Duration: 49:07
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/m…