Russell Doup - Maxwell Financial Management

Russell Doup - Maxwell Financial Management Send me an email if you would like to schedule a meeting to learn more!

Half of 2026 is almost gone.If you have equity compensation, three questions worth answering before Q3 begins.1. What is...
05/26/2026

Half of 2026 is almost gone.

If you have equity compensation, three questions worth answering before Q3 begins.

1. What is your RSU vest schedule between now and year-end?

2. What is your AMT exposure from year-to-date ISO exercises?

3. Is your concentrated stock position past your comfort threshold?

If you cannot answer all three in under five minutes, that is the planning gap. Half the year remains to close it.

Equity Inflection Planning

No Wealth Espresso Episode this week.More importantly, I want to introduce to you all the newest member of the Doup Fami...
05/21/2026

No Wealth Espresso Episode this week.

More importantly, I want to introduce to you all the newest member of the Doup Family.

Say hello to Mr. Elliott!

05/14/2026

Wealth Espresso, Episode 39.



Cappuccino: The right bite from the espresso, balanced, and the foam was frothy. Loved it.

This week’s topic: highly appreciated stock.

Maybe it’s shares you earned at work. Maybe your parents have been holding something for decades. Either way, concentration creates both opportunity and risk.

There are ways to generate income from those positions. There are ways to protect the downside. None of them should be done without a professional in your corner.

Coffee Shop: Cento - if you’re in German Village, worth the stop.

Companies mentioned in this episode are for illustration only and are not a recommendation to buy or sell any security. Options strategies involve risk and are not suitable for all investors. This content is educational and not personalized investment advice. Consult a qualified professional before acting.

05/07/2026

Wealth Espresso, Episode 38 ☕

Today’s stop: .books in Westerville.

Had a flat white and a nitro cold brew. Both excellent. The layout is fantastic and the spot is intentionally device-free, which makes it the perfect place to actually read a book or catch up with an old friend without a screen pulling at you the whole time.

Today’s tip is for high earners sitting in high tax brackets: —> Municipal bond funds.

Before you go anywhere near these, get your emergency fund in order. That foundation comes first. Always.

Once it’s set, muni bond funds can be a potential smart vehicle for an extra cushion of savings, especially if you’re commission-driven or live with income that swings from incredible years to leaner ones. The interest is generally federally tax-free, and often state tax-free if you stay in-state, which lets your dollars work harder when you’re already handing over a meaningful chunk to taxes.

Think of it as a tax-efficient holding tank for money that lives between your emergency fund and your long-term investments.

Variable income plus a high tax bracket?

This is worth a real conversation.

04/30/2026

Wealth Espresso | Episode 37

SPECIAL GUEST TAKEOVER: My wife Moriah!

Her drink: Crimson Cup cold brew from the Ohio State Bistro.

Her take: pregnancy brain is real, life gets busy, and sometimes you need a second set of eyes to cross the t’s and dot the i’s on your financial picture.

Her tip, in her own words: “Get yourself a financial advisor today, preferably my husband.”

Stick around to the end of the video for her closing instructions!

The fine print, with love:

Moriah is my wife, which makes her admittedly biased and undeniably wonderful.

This video is for entertainment and general information only. It is not a client testimonial, endorsement, or solicitation of advisory services, and no specific financial, tax, or legal advice is being provided. Viewers should consult their own qualified professionals before making financial decisions.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

04/23/2026

Wealth Espresso | Episode 36

Cold Brew

Now that we are through the craziness of Tax season.. another big thing to check off and create a new baseline for yourself would be to revie/create your estate planning documents as well as reviewing your beneficiaries.

These are easy things to put off, and there is no better time than knocking this out before we get into summer.

If you’re unsure of where to get started, feel free to reach out to me for a call or to connect over a coffee… maybe we could meet down at Tupelo!

Cheers,
RD

04/16/2026

Got a potential job offer on the table? Or you and your spouse thinking about having kids soon?

Don’t forget to look at the Maternity / Paternity leave in the employer benefits. It’s one of the easiest line items to overlook, and one of the most valuable when you actually need it.

Wealth Espresso | 35
- Gahanna, Ohio at The Well
Cold Brew

A lot of people I talk to are in a similar spot.They worked hard, stayed at their company, kept getting stock. Or they b...
04/14/2026

A lot of people I talk to are in a similar spot.

They worked hard, stayed at their company, kept getting stock. Or they built a business and it actually worked. Either way, they woke up one day and realized most of their money is tied to one thing. One company. One set of shares. One outcome.

That is a great position to be in. It also comes with real questions that most financial advisors are not set up to answer.

When do you sell? How much do you sell? What does the tax hit look like? If the company goes public, what happens then? If you own the business, how do you start turning years of equity into an actual financial plan?

I work specifically with people navigating those questions. I call it the Equity Inflection, which is just a simple way of saying the moment when your equity becomes the most important thing in your financial life and you need a real plan around it.

If that sounds like where you are, I would be glad to have a conversation.

04/09/2026

Today is the day!!

Rotary Hoops For Cause

For those of you who have young kids, or grandparents with grandkids, looking for something fun to do this evening this is a great family-friendly event that our is putting on.

Link to tickets are in the comments

04/07/2026

Wealth Espresso | Episode 34

Iced Honey Butter Latte

in German Village

A lot of families right now are in a tough spot.
Growing family, need more space, but sitting on a 3% mortgage they don’t want to give up.

Here’s one idea worth doing the math on.

Figure out what your current home’s mortgage payment would be at today’s interest rates. Then start saving or investing that difference every month, deliberately, so that when you find the right home for your family, you’re already adjusted to the new payment.

It builds the habit before the move. And it doubles as a cushion for new appliances, updates, or even a larger down payment when the time comes.

If you’re in this situation and want to think through the math, I’m happy to help.

Cheers

Every vest date, the same thought.I’ll figure this out soon.The problem with soon is that equity compensation has deadli...
04/03/2026

Every vest date, the same thought.
I’ll figure this out soon.

The problem with soon is that equity compensation has deadlines that don’t negotiate. The 83(b) window. The ISO exercise clock. The ESPP enrollment period. They close on schedule whether you are ready or not.

This week’s article breaks down what the delay could actually cost. Link in bio/comments

Address

6530 West Campus Oval, Suite 320
New Albany, OH
43054

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Russell Doup - Maxwell Financial Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Russell Doup - Maxwell Financial Management:

Shortcuts

Share