Explore "restricted" with insightful episodes like "Episode 45 - Two and a Half Brews (... and hosts)", "TACTICAL | Executive Compensation", "TACTICAL | Executive Compensation", "Episode 17 - Hammer beats Rat!" and "E182: The "Restricted" Stalker" from podcasts like ""Making sense of Magic", "Executive Decisions by SYM Financial Advisors", "Executive Decisions by SYM Financial Advisors", "Making sense of Magic" and "Coffee and Cases Podcast"" and more!
Join Kev and Craig as they tackle the standard format with their brewers hats on.
The episode also includes a guest appearance from one of Scotlands most prolific modern players who helps Kev try to understand the impact of the latest bans!
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In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, including determining what may be beneficial to exercise relating to stock options, selling or retaining restricted stock units, participating in employee stock purchase plans, and deferred compensation plans. Sarah also explains the complexities around tax implications and how to divide your paycheck to maximize benefits while mitigating company risk. SYM Financial Advisors has deep expertise in this area, working with dozens of different companies globally, and welcomes anyone seeking help with their executive compensation and benefits.
"Being able to understand, what I would call, the dollar Olympics, we only earn so much paycheck." - Sarah Delahanty
This week on Executive Decisions:
Our Favorite Quotes:
About SYM Financial and Executive Decisions Podcast
Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes.
Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation.
Follow SYM Financial on Facebook
Subscribe here:
And, if you enjoy the show, please leave a review to help others discover the podcast.
Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or other time-sensitive matters should not be sent to SYM via email. Internet communications cannot be guaranteed to be secure or error-free as information may arrive later than intended, be intercepted, be corrupted, or contain viruses. This material is not an offer or solicitation to buy or sell any product. The opinions expressed herein are those of SYM and are subject to change without notice. To the extent that performance information is contained in this email, past performance is not indicative of future results. SYM is an independent registered investment adviser. More information about SYM including our investment strategies, fees, and objectives can be found in our Form ADV Part 2, which is available upon request.
In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, including determining what may be beneficial to exercise relating to stock options, selling or retaining restricted stock units, participating in employee stock purchase plans, and deferred compensation plans. Sarah also explains the complexities around tax implications and how to divide your paycheck to maximize benefits while mitigating company risk. SYM Financial Advisors has deep expertise in this area, working with dozens of different companies globally, and welcomes anyone seeking help with their executive compensation and benefits.
"Being able to understand, what I would call, the dollar Olympics, we only earn so much paycheck." - Sarah Delahanty
This week on Executive Decisions:
Our Favorite Quotes:
About SYM Financial and Executive Decisions Podcast
Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes.
Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation.
Follow SYM Financial on Facebook
Subscribe here:
And, if you enjoy the show, please leave a review to help others discover the podcast.
Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or other time-sensitive matters should not be sent to SYM via email. Internet communications cannot be guaranteed to be secure or error-free as information may arrive later than intended, be intercepted, be corrupted, or contain viruses. This material is not an offer or solicitation to buy or sell any product. The opinions expressed herein are those of SYM and are subject to change without notice. To the extent that performance information is contained in this email, past performance is not indicative of future results. SYM is an independent registered investment adviser. More information about SYM including our investment strategies, fees, and objectives can be found in our Form ADV Part 2, which is available upon request.
Join Craig and Kev as they try to solve Pioneer with some quick fire BAN or NOT TO BAN!
Imagine someone is texting you intimate details concerning what you are doing while alone in your home. Imagine they call you only to play back conversations your family is having inside your home and that those calls soon escalate to violent threats. Now imagine that those calls are traced to the cell phone of a family member.
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Stock season is upon us, but what does that mean? It’s the time of year when many executives receive compensation in the form of stock options, incentive stock, restricted stock, or performance stock. Here at SYM Financial, we work with some of the best executives and we have a quick word of advice we want to share in preparing for stock season. You’ve spent the previous year making decisions for your company’s bottom line, and you’re seeing the results of your leadership. Just like you make sound financial decisions for your company, you want to use your stock options as wisely as possible.
In this episode, I discuss how your team at SYM can customize a plan for you. I share how your SYM advisor can help you get the most value from your stock options. I review what your SYM advisor can do to help you during the first and second quarters of the year and how they can help you look even further into the future. I let you know how your advisor can ensure you’re transacting in the most tax-efficient way, complying with holding requirements, and avoiding tax complications. I also remind you how easy it is to contact your SYM advisor.
“There's value to having a game plan and an SYM advisor is going to not only assist with the strategy, but also help with the big picture of holding requirements.” - Sarah Delahanty
This week on Executive Decisions:
Our Favorite Quotes:
About SYM Financial and Executive Decisions Podcast
Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes.
Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation.
Follow SYM Financial on Facebook
Subscribe here:
And, if you enjoy the show, please leave a review to help others discover the podcast.
Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or other time sensitive matters should not be sent to SYM via email. Internet communications cannot be guaranteed to be secure or error-free as information may arrive later than intended, be intercepted, be corrupted, or contain viruses. This material is not an offer or solicitation to buy or sell any product. The opinions expressed herein are those of SYM and are subject to change without notice. To the extent that performance information is contained in this email, past performance is not indicative of future results. SYM is an independent registered investment adviser. More information about SYM including our investment strategies, fees and objectives can be found in our Form ADV Part 2, which is available upon request.
Stock season is upon us, but what does that mean? It’s the time of year when many executives receive compensation in the form of stock options, incentive stock, restricted stock, or performance stock. Here at SYM Financial, we work with some of the best executives and we have a quick word of advice we want to share in preparing for stock season. You’ve spent the previous year making decisions for your company’s bottom line, and you’re seeing the results of your leadership. Just like you make sound financial decisions for your company, you want to use your stock options as wisely as possible.
In this episode, I discuss how your team at SYM can customize a plan for you. I share how your SYM advisor can help you get the most value from your stock options. I review what your SYM advisor can do to help you during the first and second quarters of the year and how they can help you look even further into the future. I let you know how your advisor can ensure you’re transacting in the most tax-efficient way, complying with holding requirements, and avoiding tax complications. I also remind you how easy it is to contact your SYM advisor.
“There's value to having a game plan and an SYM advisor is going to not only assist with the strategy, but also help with the big picture of holding requirements.” - Sarah Delahanty
This week on Executive Decisions:
Our Favorite Quotes:
About SYM Financial and Executive Decisions Podcast
Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes.
Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation.
Follow SYM Financial on Facebook
Subscribe here:
And, if you enjoy the show, please leave a review to help others discover the podcast.
Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or other time sensitive matters should not be sent to SYM via email. Internet communications cannot be guaranteed to be secure or error-free as information may arrive later than intended, be intercepted, be corrupted, or contain viruses. This material is not an offer or solicitation to buy or sell any product. The opinions expressed herein are those of SYM and are subject to change without notice. To the extent that performance information is contained in this email, past performance is not indicative of future results. SYM is an independent registered investment adviser. More information about SYM including our investment strategies, fees and objectives can be found in our Form ADV Part 2, which is available upon request.
SO many people try one diet or another in the pursuit of eating healthier, but are they succeeding? In this episode I am joined by Dr. Zach Conrad, a nutritional epidemiologist, who has recently published a study titled “Quality of popular diet patterns in the United States: evaluating the effect of substitutions for foods high in added sugar, sodium, saturated fat, and refined grains.” It might be a long title, but it barely scratches the surface of how interesting their findings are. For example, 50% of the US population has tried some kind of popular (or as I would say, fad) diet in the past year (many of them more than one!). And according to the study’s findings, the general population diet is scoring around 57% out of 100%, with many of the other diets falling close behind. Dr. Zach discusses some of the study’s other surprising results, why he himself is an advocate of small changes for healthy eating, and why step number one in getting our diets healthier might just be getting rid of labeling them to begin with... All this and more in this episode - check it out!
Resources:
https://academic.oup.com/cdn/a
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The Keri Report dissects health and nutrition with a no-nonsense approach.
Nutritionist, yoga teacher, and author of The Small Change Diet Keri Gans delivers her straightforward and sometimes controversial approach to what's current in the health and nutrition world. Her fun and engaging personality will leave you with a wealth of information on need-to-know hot topics for your overall well-being.
To find more information and to join Keri's mailing list, visit her website: https://kerigansny.com/
Instagram/Twitter: @kerigans
Facebook Page: @KeriGansNY
DISCLAIMER: Episode 33 "Stay Home and Save Lives" represents the opinions of Jay Blessed and her guests. The content here should not be taken as medical advice. The content here is for informational purposes only, and because each person is so unique, please consult your healthcare professional for any medical questions.
Episode 33: "Stay Home and Save Lives with Dr. Cindy Duke"
We have an invisible threat that is ravaging the world's population and upending global healthcare systems. On Episode 33 "Stay Home and Save Lives," Jay gets helpful information and updates from Dr. Cindy M. Duke (find her credentials HERE) on the novel Coronavirus.
Tobago-born, Dr. Cindy Duke returns to #HeadwithJB to discuss the coronavirus pandemic and its effects, with strict instructions to all listeners to "stay home" and follow state mandates to avoid the spread of the (COVID-19) disease.
She covers:
We apologize for the choppy phone call/audio in this episode. The information was too invaluable to withhold.
CARIBBEAT: Caribbean-Americans step up to help New York cope in the COVID-19 crisis (Jay Blessed feature)
How has Covid19 affected your life? Use the official hashtag #HEADwithJB to join the conversation on social media.
There’s currently no vaccine to prevent coronavirus disease (COVID-19). You can protect yourself and help prevent spreading the virus to others if you:
PLEASE SUBSCRIBE, DOWNLOAD, SHARE, LEAVE A POSITIVE RATING AND COMMENT!
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Make sure to visit her official website www.JayBlessed.com – “A Human Experience From A Caribbean Perspective.”
This is a Jay Blessed Media LLC. Production.
Dr. Joseph Mercola is a board-certified family doctor and creator of mercola.com, the most visited natural health website on the internet. His mission with mercola.com is to create a harmonious community of educated and open-minded individuals who, like him, are determined to change the modern health paradigm In June of 2019, Google implemented its censorship of health topics and news. This censorship impacted sites across the web including mercola.com, virtually removing him from their Google search engine. Dr. Mercola is the author of many books and articles including three New York Times Best Sellers, “The Great Bird Flu Hoax;” “The No-Grain Diet;” and “Effortless Healing.”
In this episode, Dr. Mercola talks with Dr. V about his new book EMF*D : 5G, Wi-Fi & Cell Phones: Hidden Harms and How to Protect Yourself. With the advent of 5G ultra-wideband technology, the danger of electronic pollution is now greater than ever. With this radical new understanding of how electromagnetic fields impact your body and mind, Dr. Mercola has laid out what EMFs actually are, where you find them in your daily life, and how you can repair the damage done at a cellular level. He also offers practical strategies to protect yourself and your loved ones from EMFs at home, at work, and out in the world. As a listener, if you pre-order a copy of EMF*D you will receive 4 bonus gifts so check it out at EMF.Mercola.com for more information.
In this episode, Dr Eric Balcavage interviews nurse practitioner and nutrition expert maverick Cynthia Thurlow on intermittent fasting, time restricted eating and hypothyroidism.
Many people struggling with hypothyroidism have been told that fasting and time restricted eating is unhealthy for them and will make their hypothyroid condition worse. Cynthia explains why fasting and time restricted eating is not only safe for those with hypothyroidism but often beneficial in helping improve thyroid physiology.
Topics covered:
Cynthia is a sought after entrepreneur, nurse practitioner, nutrition expert and 2x TEDx speaker. She is the founder of Cynthia Thurlow, LLC, co-author of Primal Eating and co-host of Everyday Wellness podcast.
Facebook: www.facebook.com/chtwellness
IG: www.instagram.com/cynthia_thurlow_
Twitter: www.twitter.com/_cynthiathurlow
LinkedIn: https://www.linkedin.com/in/cynthia-thurlow-50395a9/
Marcus is chatting all about intermittent fasting, who it's for, who's it's not for and how it works specifically in regards to fat loss! Specifics include...
-Is Intermittent Fasting effective for fat loss?
-Who might want to try implementing IF?
-Who should not implement this strategy?
-How does Intermittent Fasting work?
--
1-ON-1 COACHING
FOLLOW MARCUS
Unlike diets that tell you what to eat, time-restricted eating focuses on when to eat.
Today’s podcast is devoted to the latest studies on time-restricted eating and the recently revealed health benefits.
Time-Restricted eating is becoming an increasingly popular way to lose weight. Furthermore, this fasting technique is showing a lot of promise.
In the past, many of the studies on time-restricted eating have involved animals rather than people.
For example, one study in 2014 found that mice that only ate food during an 8 to 9 hour period each day lost weight and had improved metabolic fitness.
Also, another highly touted peer-reviewed 2015 study in PLOS One, examined a possible interplay between the frequency of eating and metabolic health like low-grade inflammation. They found that more extended fasting periods and less food consumption in the evening may lower inflammation.
This study is essential because low-grade inflammations are an underlying contributor to numerous cancers and insulin resistance.
Both of these studies involved mice, not human beings.
Finally, in November 2019, a new comprehensive study was done on humans, and the results were very favorable.
Learn more about how you might benefit from time-restricted eating by listening to today’s podcast.
Lastly, today’s podcast was sponsored by Ordinary Vegan’s CBD from hemp.
Ordinary Vegan provides all-natural vegan, organically grown, non-gmo, gluten-free, and tested to ensure the best quality CBD Oil available.
I am proud to say, Ordinary Vegan’s CBD was featured in Retirement Magazine.
Getting older is a fact of of life, but aches, pains and anxiety don’t have to be. CBD would make a great present for your mom or dad.
If you are not familiar with CBD, CBD oil from hemp is a plant-based natural additive containing cannabidiol, or CBD. While CBD is not intended to treat or cure any specific conditions, it is becoming more recognized amongst the medical community as a key component to help maintain a healthy lifestyle.
Just go to ordinaryvegan.net to learn more. Hope CBD oil from hemp can help you.
Thanks for being here everyone!
Til next time.
Resources:
https://onlinelibrary.wiley.com/doi/full/10.1111/acel.12966
https://journals.plos.org/plosone/article?id=10.1371/journal.pone.0136240
https://www.sciencedirect.com/science/article/pii/S1550413114004987
https://www.cell.com/cell-metabolism/pdfExtended/S1550-4131(19)30611-4
https://ordinaryvegan.net/cbd-hemp-oil-questions-answered/
https://ordinaryvegan.net/shop/
https://retirementlifemagazine.com
Does your place of employment offer an equity compensation plan? Are you one of the 76% of people who have not exercised their stock options or sold shares of their company stocks? Mike Eklund is back after a hiatus and he is jumping in with both feet. He dives deep into the nitty-gritty of equity compensation plans. Since this can be a complicated subject you may want to consult a financial professional before making any big decisions about what to do with your company stock options.
Watch corresponding Youtube video here.
Many companies offer equity compensation plans as a part of an overall hiring package. The main reason is to align the company and employees. If the stock price goes up then you make more money. These compensation plans can be a big draw when you are trying to decide where to work. There are 4 main types of plans offered by companies.
It is important to know how these types of plans differ and what their advantages are. What kind of equity compensation plan does your company offer?
The biggest question of owning stocks is when to sell. Don’t let the taxes wag the dog means don’t let taxes impact your investment decisions. So many people choose not to sell a position simply because they don’t want to pay taxes on it. It helps if you understand how the taxes work in each situation.
If you own stocks outright for over a year and sell then that is a long term gain and you will be subject to capital gains tax at the rate of 20% at most. If you own for less than a year then it is considered a short term stock and is subject to a higher tax rate of 37%. In this case, you’ll want to own for over a year for the best result.
If you own ESPP stocks then it is important to know whether you hold a qualifying or disqualifying disposition. A qualifying disposition is better. It is tied to how long you own the stock. You’ll want to own for at least a year before you sell.
Restricted stock is taxable when it is vested. Although restricted stocks are pretty straight forward your financial advisor can really help you with saving money in taxes.
ISOs can provide significant tax savings but they have many requirements. They are more tax advantageous than nonqualified stock options. You have more control over when the tax event occurs.
If you own a lot in company stocks you’ll want to lower your risk and make sure that you are protecting yourself from a potential downturn. You can use these tools to think about how to create a framework for making better investing decisions.
Listen in to hear how you can use a combination of these strategies to help you decide what to do when you own company stock.
Apple Podcasts <> Stitcher <> Google Play
We hate feeling restricted or deprived and that is a huge reason why many of us have so much trouble losing weight. In this episode I’ll be helping you understand a little better how restriction and deprivation are really just feelings that you can have control over. When you understand where they come from and how they are triggered, you have the power to lose weight without feeling deprived.
You can find show notes and more information by clicking here: www.katrinaubellmd.com/95
Register to attend the free presentation of How to Lose Weight for the Last Time at katrinaubellmd.com/lasttime!
Dr. Amy Shah is a Cornell, Columbia, and Harvard trained physician.
http://amymdwellness.com
This week, Keith and Paul discuss AppSec Solutions is a DevOps World! In the news, Compromised JavaScript Package Caught Stealing npm Credentials, remote iOS bugs, a $39 device that can defeat iOS USB Restricted mode, Broadcom buys CA Technologies, and more on this episode of Application Security Weekly!
Full Show Notes: https://wiki.securityweekly.com/ASW_Episode24
Visit https://www.securityweekly.com/asw for all the latest episodes!
Visit https://www.activecountermeasures/asw to sign up for a demo or buy our AI Hunter!
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