Host John Chapman of the John Chapman Show talks to listeners about the Intrapreneur Wealth Building Tool Kit that includes four different tools. If you are getting equity compensation, handling tax-planning, dealing with insurance, and are making retirement considerations, these four methods of wealth-building are key to understand. 

Episode Highlights:
        John Chapman introduces the Intrapreneur Wealth Building Tool Kit. 
        What is the wealth-building curve like for intrapreneurs? 
        What has happened to pensions? 
        How does a Health Savings Account work? 
        John explains the intricacies of Employee Stock Purchase Plans.
        What is involved in Restricted Stock Units?
        The Roth 401k is a benefit that not every employee has access to. 
        What is the difference between a Roth IRA and a Roth 401k?  

3 Key Points:
    The burden of wealth-building is completely on your shoulders. 
    The four tools of the Intrapreneur Wealth Building Tool Kit are: Health 

        Savings Account (HSA), Employee Stock Purchase Plan (ESPP), Restricted 

        Stock Unit (RSU), and the Roth 401k. 
    Restricted Stock Units allow you to not have to save out of your own paycheck and it is completely granted from the company. 

 

Tweetable Quotes:
    “‘Your life is a blank slate and you are going to be able to save and invest the way that you want to and really build and create an amazing life. Equity compensation gives you a lot of puzzle pieces to work with.”– John Chapman
    “HSAs, are only available, as you know, for high deductible plans.”– John Chapman
    “ESPP, Employee Stock Purchase Plan. This is only available for folks that work at a publicly traded company. But, its hands down probably the most common type of equity compensation.”– John Chapman

 

Resources Mentioned:
Linkedin: John Chapman

Host John Chapman of the John Chapman Show talks to listeners about the Intrapreneur Wealth Building Tool Kit that includes four different tools. If you are getting equity compensation, handling tax-planning, dealing with insurance, and are making retirement considerations, these four methods of wealth-building are key to understand.&nbsp;
Episode Highlights:
<ul>
<li>&nbsp; &nbsp; &nbsp; &nbsp; John Chapman introduces the Intrapreneur Wealth Building Tool Kit.&nbsp;</li>
<li>&nbsp; &nbsp; &nbsp; &nbsp; What is the wealth-building curve like for intrapreneurs?&nbsp;</li>
<li>&nbsp; &nbsp; &nbsp; &nbsp; What has happened to pensions?&nbsp;</li>
<li>&nbsp; &nbsp; &nbsp; &nbsp; How does a Health Savings Account work?&nbsp;</li>
<li>&nbsp; &nbsp; &nbsp; &nbsp; John explains the intricacies of Employee Stock Purchase Plans.</li>
<li>&nbsp; &nbsp; &nbsp; &nbsp; What is involved in Restricted Stock Units?</li>
<li>&nbsp; &nbsp; &nbsp; &nbsp; The Roth 401k is a benefit that not every employee has access to.&nbsp;</li>
<li>&nbsp; &nbsp; &nbsp; &nbsp; What is the difference between a Roth IRA and a Roth 401k?&nbsp;&nbsp;</li>
</ul>
3 Key Points:
<ol>
<li>&nbsp; &nbsp; The burden of wealth-building is completely on your shoulders.&nbsp;</li>
<li>&nbsp; &nbsp; The four tools of the Intrapreneur Wealth Building Tool Kit are: Health&nbsp;</li>
</ol>
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Savings Account (HSA), Employee Stock Purchase Plan (ESPP), Restricted&nbsp;
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Stock Unit (RSU), and the Roth 401k.&nbsp;
<ol>
<li>&nbsp; &nbsp; Restricted Stock Units allow you to not have to save out of your own paycheck and it is completely granted from the company.&nbsp;</li>
</ol>
&nbsp;
Tweetable Quotes:
<ul>
<li>&nbsp; &nbsp; &ldquo;&lsquo;Your life is a blank slate and you are going to be able to save and invest the way that you want to and really build and create an amazing life. Equity compensation gives you a lot of puzzle pieces to work with.&rdquo;&ndash; John Chapman</li>
<li>&nbsp; &nbsp; &ldquo;HSAs, are only available, as you know, for high deductible plans.&rdquo;&ndash; John Chapman</li>
<li>&nbsp; &nbsp; &ldquo;ESPP, Employee Stock Purchase Plan. This is only available for folks that work at a publicly traded company. But, its hands down probably the most common type of equity compensation.&rdquo;&ndash; John Chapman</li>
</ul>
&nbsp;
Resources Mentioned:
<ul>
<li>Linkedin:<a href="https://www.linkedin.com/in/johnchapmannewportbeach/"> John Chapman</a></li>
</ul>

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out www.thejohnchapmanshow.com. 

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out <a href="http://www.thejohnchapmanshow.com">www.thejohnchapmanshow.com</a>.&nbsp;

The John Chapman Show Podcast

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready? 

The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.  

Pre-retirees biggest risks lie in not just investing the wealth they’ve built, but also in maintaining an up to date and secure financial plan as life changes. 

As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have. 

Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready?&nbsp;
The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.&nbsp;&nbsp;
Pre-retirees biggest risks lie in not just investing the wealth they&rsquo;ve built, but also in maintaining an up to date and secure financial plan as life changes.&nbsp;
As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have.&nbsp;
Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

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