Tag: Executive Compensation
SPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division with Nicole Romito (Ep. 48)

SPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division with Nicole Romito (Ep. 48)

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Are you going through a divorce and need some financial wisdom?

Recently Nicole Romito was a guest on The Divorce and Beyond Podcast with Susan Guthrie. Today’s episode features a replay of an insightful conversation that delves into complex financial issues during and after divorce. Gain insights on matters that arise during divorce – including whether or not to keep the house, how to find hidden assets, and the importance of having an advisor as part of your divorce team.  

Learn essential tips to avoid costly mistakes and gain a deeper understanding of financial planning in the context of divorce.

Topics include but are not limited to:

  • The role of a financial advisor in the early stages of a divorce
  • Tax implications and true walkaway values from investments
  • Complexities of dividing retirement plans, pensions, 401(k)s, and other assets
  • Navigating executive compensation and ensuring a fair division
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Susan Guthrie:

About Susan Guthrie: 

Susan Guthrie, a renowned figure in Family Law and Mediation, has guided individuals and families through separation and divorce for 32 years. She recently co-founded the Mosten Guthrie Academy with mediation expert Forrest “Woody” Mosten, offering cutting-edge training for legal and mediation professionals.

As Chair-Elect of the ABA Section of Dispute Resolution, Susan is poised to lead the Section in the upcoming bar year. Internationally recognized for her expertise in online mediation and AI in law, she has trained over 25,000 professionals worldwide, including programs for ABA, ADRIC, and NADN.

Recipient of the 2020 L. Randolph Lowry Award from the Southern California Mediation Association, Susan also serves on the Executive Committee of the Online Mediation Training Task Force. Additionally, she hosts two acclaimed podcasts, The Divorce & Beyond® Podcast and “The Make Money Mediating Podcast”.

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Strategies for Maximizing Executive Compensation with Matt Parenti – Part Two (Ep. 43)

Strategies for Maximizing Executive Compensation with Matt Parenti – Part Two (Ep. 43)

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In this final installment of this two-part series, host Nicole Romito and guest Matt Parenti delve into executive compensation, providing valuable insights for navigating this complex realm. They discuss essential strategies for maximizing compensation plans, minimizing risk, addressing tax implications, and integrating these elements into long-term financial planning to achieve personal goals.

Nicole and Matt discuss: 

  • Strategies to maximize different executive compensation plans
  • Techniques for reducing exposure in equity and share investments
  • Tax implications related to various compensation components
  • Aligning executive compensation with long-term financial planning and charitable giving
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Matt Parenti:

About Matt Parenti: 

Matt Parenti is a seasoned financial planner specializing in assisting corporate executives, startup entrepreneurs, and business owners. With a focus on legacy planning, Matt ensures his clients’ financial security and longevity. He is deeply committed to building meaningful relationships, both professionally and personally. As Chair of the Growth & Marketing Committee at his firm, he emphasizes the importance of the “Private Vista Experience” for clients and colleagues alike. He holds a Bachelor’s Degree in Consumer Economics and a Minor in International Studies from the University of Illinois Urbana-Champaign, along with a Master’s Degree in Finance from the University of Notre Dame.

Outside of work, Matt treasures time with family and friends, enjoys outdoor activities, and seeks to share his knowledge through mentorship and teaching.

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FEATURE
Strategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42)

Strategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42)

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Are you a corporate executive navigating the complexities of executive compensation? 

Follow along in this installment as Nicole Romito is joined by Matt Parenti a fellow partner at Private Vista. Learn the ABCs of executive compensation and how to maximize your compensation plans for financial success and security in today’s ever-evolving market landscape.

Nicole & Matt discuss: 

  • Different ways corporate executives are compensated
  • Challenges and considerations faced by executives 
  • Managing company stock and deferred compensation plans as part of a financial strategy
  • And more!

Connect with Nicole Romito: 

Connect with Matt Parenti:

About Matt Parenti: 

Matt Parenti is a seasoned financial planner specializing in assisting corporate executives, startup entrepreneurs, and business owners. With a focus on legacy planning, Matt ensures his clients’ financial security and longevity. He is deeply committed to building meaningful relationships, both professionally and personally. As Chair of the Growth & Marketing Committee at his firm, he emphasizes the importance of the “Private Vista Experience” for clients and colleagues alike. He holds a Bachelor’s Degree in Consumer Economics and a Minor in International Studies from the University of Illinois Urbana-Champaign, along with a Master’s Degree in Finance from the University of Notre Dame.

Outside of work, Matt treasures time with family and friends, enjoys outdoor activities, and seeks to share his knowledge through mentorship and teaching.

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