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AGL 363: Financial Planning with Landon Loveall
Manage episode 416250440 series 2738220
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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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