Welcome back to another episode of the Get Wealthy With Me Podcast. Today, I’m joined by Rebecca Jackson, a trusted financial professional who specializes in helping tech professionals navigate some of the biggest financial moments of their lives, from IPOs and mergers to RSUs, bonuses, and complex compensation packages. Rebecca’s work is centered on turning high stakes financial events into clear, tax-smart plans that actually make sense. She has a unique ability to translate complicated tax rules into plain English and focuses on building strong money foundations that create long-term flexibility, freedom, and peace of mind. Her approach is calm, strategic, and deeply intentional—helping clients keep more of what they earn while aligning their money with the life they truly want to build. We recorded this conversation live from the AICPA Person ...