ThimbleberryU

You Landed Your First Big Tech Job. Now What?

Episode Notes

Thimbleberry Financial Website and Phone Number:

https://thimbleberryfinancial.com/

(503) 610-6510

Amy Walls and the team at Thimbleberry Financial work with many clients in the tech sector.  When an employee lands their first high-salary job in this field, it can be overwhelming. Today we talk about what to do.

What is the first thing someone to do? Maintain the Status Quo - temporarily.

• What’s next? Look at all of the offered benefits and make choices to set yourself up for success
• Insurance
• 401k
• Employee Stock Purchase Programs
• Equity Compensation (RSU's, Stock Options)
• Outside items, like umbrella insurance and estate planning
• Is a Mega Back-Door Roth an Option?
• Look ahead to future needs
• Aging out – Conservatively, how much time do you have?