Russell Kroeger

In this discussion, Russell Kroeger, Founder and CEO of Trayecto, shares his expertise as a financial advisor and tax professional. He dives into the complexities of equity compensation, emphasizing the importance of understanding tax implications for various types. Russell reveals common pitfalls that lead to clients facing hefty tax burdens and stresses the need for clear communication between advisors and clients. He also discusses valuable resources for navigating these challenges and offers strategies to optimize tax outcomes for those receiving equity-based compensation.

Russell Kroeger, a partner at Upstart Wealth Management and founder of Trayecto, brings a wealth of knowledge on equity compensation for startups. He discusses how financial planning differs in the startup space, emphasizing the importance of educating founders and their employees. The conversation dives deep into the psychological impacts of financial mismanagement and how understanding equity can ease financial uncertainties. Kroeger highlights the need for self-discovery in financial decisions and the value of good questions in creating a roadmap to success.