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August 4, 2025 6 mins
🎓💸 Got RSUs and college-bound kids? Then you might be playing a dangerous game of financial Jenga — and Uncle Sam is just waiting to topple your tower. In my latest video, I break down two real-life families navigating college costs, RSUs, and the ever-persistent tax goblin that shows up uninvited (and never brings snacks). 👨‍👩‍👦 The Daltons? College bills are now.👶 The Simmons? Planning way ahead.Different stages. Different strategies. One simple truth: planning always wins. And yes — in the spirit of Law & Order — the stories are real, but the names have been changed to protect the innocent (and the occasionally tax-confused). If you’ve got RSUs vesting and aren’t sure whether to sell, hold, or hide…Watch this before you let the tax tail wag your financial dog. 📦 Bonus: I explain RSUs in plain English — no CPA required. 🎥 Watch the full video or catch the podcast version — your future self (and your accountant) will thank you. #FinancialPlanning #RSUs #CollegePlanning #TaxStrategy #SmartMoneyMoves #FinancialAdvisor #HighIncomeFamilies #DunDun
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