PODCAST · business
Highly Compensated
by BAS Financial
Once your income gets high enough, most personal finance advice stops being useful. The rules change. Contribution limits you never thought about start applying to you. A single decision about when to sell vested shares can move your tax bill by five figures. And nobody at work is going to explain any of it.Highly Compensated is for two groups of people. The first is employees at large companies with equity compensation, deferred comp, and a benefits package they've never fully read. The second is business owners who are the plan sponsor, the highly compensated employee, and the person signing the checks, all at the same time.Host Brad Stevens works with both groups out of San Diego. Each episode takes one specific decision and works through it the way he would in a first meeting: what the rule actually says, where people usually get it wrong, and what questions to ask before you commit to anything. No market predictions, no hot takes, no pitch.Episodes run abou
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ABOUT THIS SHOW
Once your income gets high enough, most personal finance advice stops being useful. The rules change. Contribution limits you never thought about start applying to you. A single decision about when to sell vested shares can move your tax bill by five figures. And nobody at work is going to explain any of it.Highly Compensated is for two groups of people. The first is employees at large companies with equity compensation, deferred comp, and a benefits package they've never fully read. The second is business owners who are the plan sponsor, the highly compensated employee, and the person signing the checks, all at the same time.Host Brad Stevens works with both groups out of San Diego. Each episode takes one specific decision and works through it the way he would in a first meeting: what the rule actually says, where people usually get it wrong, and what questions to ask before you commit to anything. No market predictions, no hot takes, no pitch.Episodes run abou
HOSTED BY
BAS Financial
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