vesting

This week we are joined by Aravinda Seshadri founder of Venturous Counsel, a startup law firm specializing in helping diverse-led startups and their allies navigate the legal complexities of entrepreneurship. The pair chat about the insights and advice on the basics of startup legal, covering topics such as equity distribution, founder shares, funding options, building strategic partnerships, and much more. Whether you're an aspiring entrepreneur or a seasoned startup founder, this episode is packed with valuable information to help you navigate the legal landscape and set your startup up for success.

Venturous Counsel Links:

• https://www.venturouscounsel.com/ 
• https://www.linkedin.com/in/aravindas/

Startup Savant Links: 

• https://startupsavant.com/podcast
• https://www.youtube.com/@StartupSavantPodcast/
• https://www.instagram.com/startupsavantpodcast/
• https://www.linkedin.com/company/startup-savant/

Welcome to the Balanced FI Podcast, episode 39 - Investing Terms 101: Basic Investment Terms You Need to Know

Understanding a few basic investment terms is a step forward on your journey toward financial security. 

Investing can be as complex or as simple as you want it to be. Thousands of people actually invest others’ money as a job…. but it’s also something literally anyone with money can participate in.

FIND US:

Balancedfi.com -- Podcast -- Facebook -- Instagram -- Pinterest -- Hello@balancedfi.com

RESOURCES:

Read- Investing Terms 101: Basic Investment Terms You Need to Know

FREE download- Investing Terms 101 Fact Sheet

Read- Smart Ways to Use Your Stimulus Money

Read- Financial Security Step 9: Increase Retirement Contributions

Read- Financial Security Step 2b: Begin Saving for Retirement

SOURCES:

Source- The S&P 500 and How It Works

Source- J.P. Morgan Glossary of Investment Terms

Source- Investment Terms Everyone Should Know

Source- Basic Investing Terms You Should Know

🟦 Most American workers have the opportunity to save for retirement through a 401(k) plan.  Are they making the most of it? 

Many people make common mistakes that can impact their ability to save enough money for a secure retirement and cost them thousands of dollars in retirement saving. 

🟦 My special guest Eric Dudley will discuss some of the most common mistakes people make with their 401(k) plan and how to avoid them. By understanding these mistakes and taking steps to correct them, you can ensure that your 401 K plan is working as effectively as possible for you.

#401(k)plan #companymatch #investmentperformance #vesting #contributions #ericdudley #merginglifeandmoney #mjcaesar

Here are some HIGHLIGHTS from this episode.

04:49 Why should you enroll in your 401K plan?

07:25 Your company match - Do you know how that works?

08:45 Are you leaving free money on the table?

09:54 What is vesting?

12:44 STOP cashing out your pension money before you retire

16:28 Increase your contribution regularly

19:38 Should you load up your 401K plan with your company’s stocks?

21:27 Revisit your investment performance regularly

25:00 The downsides of 401K plans

26:37 Make informed investment decisions

28:21 A few tips

29:19 A few more tips

32:05 As I see it

Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

See omnystudio.com/listener for privacy information.

When we’re starting up, we don’t always pay much attention to legal structures or to tax legislation. Entrepreneurs tend to go with the fastest, easiest, or cheapest way to get the business off the ground. 

Brian, too, made this mistake. It cost him approximately one hundred million dollars in company value. 

Dan Green is a partner at Gunderson Dettmer, a global law firm specializing in tech. In this episode, he shares: 

•  Specific advice about setting up or flipping your structure to raise capital from international investors. 
• What these investors look for during due diligence. 
• And how to manage intellectual property, vesting and your cap table in the early stages. 

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Visit latitud.com 

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Track: 
Accralate by Kevin MacLeod 
Link: https://incompetech.filmmusic.io/song/3336-accralate 
License: http://creativecommons.org/licenses/by/4.0/ 

Building good sh*t in Latin America?

• Learn about how Latitud can help you at latitud.com
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How you hold Title to Real Property can have huge implications. Choosing wisely for your scenario is highly advised. This video breaks down some of the ways, and considerations when choosing what is best for your scenario. Also, linked below is a flier which breaks down the differences between the options. We at www.TeamTitleGuy.com would love to help you along the way.

Disclaimer we are not attorneys, or CPAs so for legal reasons we always advise to consult one of the professionals

#Title #Sales #RealEstate 

If you would like to review or have access to our online tools, we would like to meet with you! Here is direct access to our calendar! 
Book Appt: https://calendly.com/ryanjorr7/30min

Vesting Chart: 
http://www.fntgstudio.com/ttc/flyers/Vesting_Common_Ways_of_Holding_Title_flyer.pdf

As a Vice President for Ticor Title, I have been in the industry since 2002 & I have seen the best, & worst of markets. If have found it be imperative to lock in on our industry needs to be a true asset for our clients in varying capacities. Gone are the days of being able to be an order taker, or solely an entertainer! In our industry pricing and product does not separate us much, however, it is truly about a few key points, knowledge, professionalism, & sustainability!  It is imperative that we set ourselves apart, and that is what my team & I do.
Client First… 
Do what you say, and say what you do.
I have learned through the years that almost every file is unique, and that our transactions do not close in a vacuum. Having a solid team has been imperative to our continued success!
We are where our clients are, and focus on adding value to each and every transaction! We believe in getting involved in our professional associations and communities.  We add to extensive knowledge and resourcefulness to our X factor. At the end of the day, we are truly competing with ourselves

We believe that we can provide our clients insight & value that help us both win. We do this by saving time, money & closing more transactions. We believe that we are the best in the biz, we are an asset to all that work with and will in the future!

We are your resource for all things real estate related! NO QUESTION is too big or small!

Another key for us is training and education! Please know that we have monthly scheduled trainings, and we can do one on one, small group, and in-office training classes! Ask for a list of classes we can do for you and your team!

Book Appointment: 
https://calendly.com/ryanjorr7/30min

Ticor Title 
Vice President 
4120 Concours, Suite 400
Ontario, CA 91764
t: 909-767-0718 
www.TeamTitleGuy.com
RyanJOrr7@gmail.com housing