The Abundance Mindset

As the title suggests, there are a lot of ways to handle stock options. In this episode, we'll break down how stock options work and the real strategies we help clients employ. We also share some of the variables you should weigh as you determine how best to handle your equity compensation. Ready to level up your equity comp plan? Let's dive in.🎯 RESOURCES FROM THIS EPISODE:Take our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactVisit our website to request a complimentary consultation: https://www.abundancewm.comWatch the full episode on YouTube: https://youtu.be/Conv6StOuI0DISCLAIMERThe 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.

Tax Cuts Made Permanent: What the 2025 Bill Means for Roth Conversion Strategies & Ongoing Tax PlanningLast summer, the “One Big Beautiful Bill Act” made the Tax Cuts and Jobs Act federal tax brackets permanent, extending the current rates and removing the expected 2026 increase. Today we discuss how this extension gives planners more runway (not a reason to stop), how it changes the pacing of strategies like Roth conversions, and why tax planning should be updated annually as income, markets, and legislation shift.📌 RESOURCESVisit our website to request a complimentary strategy assessment: https://www.abundancewm.comDISCLAIMERThe 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.

Does your financial plan have the same flexibility you want your life to?In this episode, we delve into the importance of not just planning for basic financial stability, but also planning for a comfortable and flexible lifestyle in your retirement years. We discuss the variables that impact financial planning, stress testing for potential economic factors, and how an individualized lifestyle buffer can provide peace of mind.📌 RESOURCESVisit our website to request a complimentary consultation: https://www.abundancewm.comDISCLAIMERThe 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.

What's the best way to bulletproof a financial plan? In our methodology, we model 1,000 scenarios of things going wrong to make sure we're deeply understanding the most impactful action steps for our clients.Join us for a deep dive into how we model our plans. We'll also share some real life stories of how this planning approach has helped our clients.📌 RESOURCESVisit our website to request a complimentary consultation: https://www.abundancewm.comDISCLAIMERThe 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.

Maximize Your Retirement Flexibility with Roth: Key Strategies & Real-Life ExamplesDiscover how Roth dollars offer incredible flexibility in your financial plan. Many people know that Roth dollars grow tax free and are withdrawn tax free, but few people realize just how many ways this concept can be used to benefit a retirement plan. We share strategies, discussing how Roth IRAs can help minimize healthcare premiums and optimize tax brackets, and then apply these concepts to actual client stories.📌 RESOURCESVisit our website to request a complimentary consultation: https://www.abundancewm.comDISCLAIMERThe 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.

Maximum Efficiency: 3 Essential Planning Concepts for High Income Earners.In this episode of The Abundance Mindset Podcast, we explore three core planning concepts critical for high-income professionals and families looking to optimize their financial future. We analyze the importance of a fully optimized 401(k), intentional tax planning, and careful equity compensation management. Learn how these elements can work together to enhance your financial efficiency and provide peace of mind. Whether you're dealing with RSUs, stock options, or looking to optimize your 401(k), this episode offers valuable insights and actionable steps to elevate your financial planning.📌 RESOURCESTake 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 Visit our website to request a complimentary consultation: https://www.abundancewm.comDISCLAIMERThe 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.

The Essential Checklist for High-Income Earners: Maximize Your Financial EfficiencyWelcome to The Abundance Mindset Podcast! In this episode, we discuss the high income earner checklist, focusing on common financial patterns and mistakes. We dive into 401(k) maximization strategies, tax planning, cash flow systems, and more, providing questions and insights to help you optimize your financial decisions as your income grows. Not personalized advice, but a great starting point for thoughtful financial planning.📌 RESOURCESDownload our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactVisit our website to request a complimentary consultation: https://www.abundancewm.com🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/kWD1LXu3pUE DISCLAIMERThe 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.

Are you being sold or served? Financial Planning vs. Financial Products. In this episode, we delve into the critical differences between buying a genuine financial plan and being sold a financial product: We discuss personal experiences and client stories to illustrate how the financial industry often conflates financial advising with product sales, sometimes to the detriment of consumer interests.We also explore the importance of understanding business models, paying directly for advice, and recognizing signs that you may be steered toward products instead of comprehensive planning.We wrap up with tips on making informed decisions and resources for further guidance.🎯 RESOURCES FROM THIS EPISODE:Visit our website to request a complimentary consultation: https://www.abundancewm.comDownload our free Financial Advisor Interview Guide here: https://drive.google.com/file/d/1QmqFiI1sqeT1Gh8xvV0Wpl7CrytDYg_c/view?usp=sharing🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/BIs76BrgNXQ

Trump Accounts are a brand new acconut type for children that has been created as a part of the recent 2025 One Big Beautiful Bill. But what are they really, and how do they compare to other accounts you can open for children? In this episode, Ben and Allison cut through the noise to explain how these accounts function, where they fit in a financial plan, and who might actually benefit.In today’s episode of The Abundance Mindset, you’ll learn: • What the Trump Accounts are and why they were introduced • How they compare to existing accounts for children • Tax implications and planning opportunities • Who should consider them (and who might not need them) • Smart steps to take before deciding if they fit into your strategyVisit our website to request a complimentary consultation to see if Trump Accounts make sense in your personal financial strategy: https://www.abundancewm.comDISCLAIMERThe 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.