It's day 5 of our 6-day Question Palooza extravaganza. In this episode, Jerry and Adam tackle ESPP and how the different aspects of this retirement benefit are taxed.
--------
15:00
--------
15:00
Question Palooza - Tax Planning (July 2025 Exam)
Today Jerry and Adam tackle everyone's favorite topic, taxes! They dive into the taxation of ISO's and also the tricky question writing style of the CFP Board. This is part 4 of a 6-part series going through the top topics of the CFP exam.
Jerry and Adam are back with Day 3 of Question Palooza! Today, they tackle investments and discuss what makes a suitable portfolio asset mix for a client looking for inflation protection.
In today's episode, Jerry and Adam discuss homeowners' insurance, covering what is and is not covered. This is part 2 of a 6-part series going through the top topics of the CFP exam.
USA