Talebi Wealth Lab

The Science of Smarter Financial Decisions

Practical financial education for professionals who want to understand not only what to do with their money, but why.

Wealth Lab

Latest Videos

RSUs, ISOs & Executive Compensation: Avoid Tax Surprises and Concentration Risk
VideoInvestingTax Planning

RSUs, ISOs & Executive Compensation: Avoid Tax Surprises and Concentration Risk

Executive compensation can create tremendous wealth, but it can also create hidden tax, liquidity, and concentration risks. In this video, I explain how executives and high-income professionals can think more strategically about…

Tax-Aware Planning for Doctors, Engineers, Executives, and Business Owners
VideoInvestingTax Planning

Tax-Aware Planning for Doctors, Engineers, Executives, and Business Owners

High income creates opportunity, but it also creates tax complexity. For many high earners, taxes are one of the largest financial expenses they face over a lifetime. That is why tax-aware financial planning can be one of the…

The Psychology of Money - Why Smart Professionals Still Need Financial Planning
VideoMoney & BehaviorInvesting

The Psychology of Money - Why Smart Professionals Still Need Financial Planning

I recently read The Psychology of Money by Morgan Housel and found it extremely relevant to personal finance and financial planning—especially for highly educated professionals. The core message is simple: doing well with money…

Wealth Lab

Latest Articles

A 4 percent cash yield passing through taxes and inflation to reveal the investor’s real return.
ArticleInvestingTax Planning

Cash Is Paying Around 4%—But What Are You Really Earning?

What a 4% cash yield becomes after federal taxes and inflation—and how to give every dollar of cash a clear job.

A professional’s salary, company stock, benefits, and career connected to one employer, illustrating concentration risk.
ArticleExecutive CompensationInvesting

The One-Company Problem: When Your Salary, Stock, Benefits, and Career Depend on One Employer

A diversified portfolio can still hide employer concentration. Stress-test how salary, stock, benefits, and career depend on one company.

Plato, Not Prozac! book beside a philosophy and personal finance graphic.
ArticlePhilosophy & MoneyMoney & Behavior

"Plato, Not Prozac" and Personal Finance: What Philosophy Can Teach Us About Money, Meaning, and Better Decisions

An exploration of how philosophical thinking can inform better personal-finance decisions and behavior.

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