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AGL 363: Financial Planning with Landon Loveall

A Geek Leader Podcast - inspiring technical and creative leaders around the world
A Geek Leader Podcast - inspiring technical and creative leaders around the world
Episode • May 3, 2024 • 43m
About Landon
Landon Loveall is a certified financial planner and dedicated advocate for tech professionals to increase their wealth through financial, investment, and stock option planning. He is a partner of KB Financial Advisors which has been specializing in maximizing stock options for tech employees since 2014.
Landon regularly shares his thought leadership on the KB Financial Advisors blog about the unique scenarios presented by employee stock options. When he's not assisting clients, Landon enjoys kayaking down the Duck River with his wife Melissa and their three children in Columbia, Tennessee.




Today We Talked About

Financial Planning Basics
401K planning
Maxing out your retirement
Supplemental Wages
Taxes
Investments
Roth IRA
Budgets
Consistence
YNAB - YNAB




Connect with Landon

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Website




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