Episode 17

Published on:

4th May 2023

Estate Planning: What You Need to Know

Today I'm digging into Estate Planning:

  • What is Estate Planning?
  • When should I "complicate" things?
  • Outside the box ideas.

PLUS we have an expert guest that drops in to share his thoughts.


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Episode resources:

Bio: Patrick Etchebehere

Probate Calculator

Blog: Beyond An Estate Plan

Blog: Estate Planning Basics


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About the Podcast

Tech Personal Finance Podcast
Personal Finance for the Tech Community
Welcome to the Tech Personal Finance Podcast where we discuss all things affecting equity compensated individuals. We take a deep dive into topics via solo-episodes or with expert guests.
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About your host

Profile picture for Mike Troxell

Mike Troxell

Mike Troxell is the founder of Modern Financial Planning, a financial planning firm specializing in stock compensation for tech employees. Mike loves working with clients on the intersection of investing, psychology, and tax. MFP operates remotely and has clients all over the country. Away from his desk, Mike can usually be found wrestling with his 4 kids.

To learn more about Modern Financial Planning ➡ www.modernfp.com