Left Brain Wealth Management

06/11/2026

He built a successful business over decades. When his estate planning attorney asked what should happen to it if he died, he said "I don't care, I'll be dead."

Three weeks later he was.

No will. No plan. The state decided everything. His second wife ended up with half the business. His sons got the other half. They couldn't agree on anything and the business fell apart.

This is a clip from our May 27th estate planning webinar with attorney Denise Gierach. Full video in the comments.

05/07/2026

Golden handcuffs: your company pays you to stay. The question is what that costs you
in the long run.

RSUs, vesting schedules, deferred comp. They are real incentives. But they can also
cloud your thinking when it matters most.

Clip from our full episode: https://youtu.be/-urw560-Sts

05/05/2026

A $200K salary over 30 years is $6 million before a single raise.

Now add company stock on top of that and ask yourself: how much of my financial life is
riding on one employer?

That is exactly what we explore in our latest episode. Watch here: https://youtu.be/-urw560-Sts

Plus: free Estate Planning Webinar on May 27. Recording available. Register:
https://tinyurl.com/May27EstatePlanningWebinar

03/27/2026

Many executives notice something interesting once income crosses $300K.

Taxes often become one of the largest controllable expenses in their financial life.

In our latest episode of Fundamentals of Investing, we discuss several tax planning considerations for higher earners.

Watch here:
https://youtu.be/vcEf66n_WAU

We’re also hosting a live Zoom session focused on the current market environment:
🎥 https://tinyurl.com/ReserveYourPlaceforMarch31

Left Brain Wealth Management is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting or tax advice.

High earners face a tax reality most people never experience.Once income crosses $300,000, taxes often shift from a background obligation to one of the large...

03/06/2026

If buying the dip has worked for years, it’s easy to assume it always will.
That assumption becomes more dangerous when you hold concentrated company stock.

Some executives are sitting on significant unrealized gains.
Others are underwater and hoping for a rebound.

Both situations require objectivity.
Emotional attachment is not an allocation strategy.

We discuss this dynamic in our latest episode:
Is It Time to Stop Buying the Dip?

We’ll address concentrated exposure directly during our March 31 Strategic Adjustments
Briefing.

Links to the full length YouTube episode and the March 31 event are both below in the first comment:

02/26/2026

If buying the dip has worked for years, it’s easy to assume it always will.
That assumption becomes more dangerous when you hold concentrated company stock.

Some executives are sitting on significant unrealized gains.
Others are underwater and hoping for a rebound.
Both situations require objectivity.

Emotional attachment is not an allocation strategy.

We discuss this dynamic in our latest episode:
Is It Time to Stop Buying the Dip?

We’ll address concentrated exposure directly during our March 31 Strategic Adjustments
Briefing. (links below)

01/29/2026

Left your job but forgot the RSUs you left behind?
That equity may still be working for you, if you pay attention.

Learn more about the Left Brain view on managing corporate equity by downloading our exclusive Executive Guide to Managing Equity Compensation:

📘 https://www.leftbrainwm.com/theexecutiveguide

Watch the full-length video where we cover many aspects of managing executive compensation over on our YouTube channel:

📹 https://youtu.be/7TBLyQERMDk

01/27/2026

Selling the moment your shares vest? That might cost you years of net worth growth!

If you believe in the company, why divest?

Learn more about the Left Brain approach to managing equity compensation by downloading our free guide:
https://www.leftbrainwm.com/theexecutiveguide

🎥 See the full-length video on our YouTube channel: https://youtu.be/7TBLyQERMDk

01/20/2026

You negotiate salary.
You analyze equity.

But too many execs treat both the same.

Learn how to think like an investor when evaluating your next offer → https://youtu.be/7TBLyQERMDk

Grab our free Executive’s Guide → https://www.leftbrainwm.com/theexecutiveguide

Planning a job change? Let’s talk before you hand in your notice. →
https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting-virtual-For-New-Prospective-
Clients

12/30/2025

When a large share of your net worth is tied to one company’s stock, thoughtful diversification becomes essential. Tax timing, hedging tools, and portfolio design can meaningfully reduce concentration risk.

📘 Executive’s Guide to Company Stock: https://www.leftbrainwm.com/theexecutiveguide?utm_source=social&utm_medium=organic&utm_campaign=executive_shorts
🎥 https://youtu.be/MZgvozNHEcM