Wal-Street: Personal Finance for Walmart Leaders

A personal finance blog aimed at helping Walmart leaders build wealth faster at Fortune 1.

The TFP Newsletter:

Personal Finance

For Walmart Executives

The TFP Newsletter: Personal Finance

For Walmart Executives

Jul 18

Understanding the Walmart 401(k) Match: 3 Things to Know

One of the ways Walmart invests in its associates is through a generous 401(k) match program. Ensure you're making the most of this benefit.

Jul 8

Reduce Fees in Your Walmart 401(k) by Building Your Own Portfolio

This article discusses the benefits of building your own investment allocation in your Walmart 401K account.

Jun 19

Walmart RSUs and Taxes: Common Questions

In this article, we'll explore the relationship between Walmart RSUs and taxes so you can make the most of your RSU compensation.

Jun 12

Understanding Walmart's Restricted Stock Unit Plan

The article discusses the mechanics of the Walmart Restricted Stock Plan covering What is an RSU, Grant vs Vest Dates, and more.

Jun 6

Managing Your Highly Appreciated Walmart Stock

Here are 3 Ways to manage your Highly Appreciated Walmart stock position.

May 17

Managing Personal Finances During a Career Transition

Walmart is reducing roles and asking remote workers to relocate. This article offers tips on managing personal finances during a transition.

Apr 12

Avoiding the Tax Underpayment Penalty

Here are 3 ways to manage your tax withholding and minimize any tax underpayment penalty.

Apr 1

How a Walmart VP Reduced Taxes by $100K

In this quick case study, we will review how a high earning executive can reduce their annual tax bill by $100K.

Mar 18

Do You Own Too Much Walmart Stock? 3 Things for Walmart Leaders to Consider

When evaluating your Walmart stock position, it is important to consider these 3 things: Exposure, Risks and Valuation

Mar 6

You Know Your Walmart MIP Payout, Now What? 8 Things to Consider.

It's MIP Time for Walmart associates! Here are some key considerations to keep in mind as you think through best use for your MIP payout.

Mar 4

Avoiding Double Taxation on Walmart RSUs

Let's address a common and costly mistake that often leads to double taxation on RSUs and PSUs.

Mar 1

3 Ways Personal Finances Change for Walmart Officers

This article discusses 3 ways personal finances change for Walmart officers and how to address them: Higher Taxes, Walmart DCMP and PSUs.

Feb 15

3 Key Decisions for Your Walmart Deferred Compensation Matching Plan (DCMP)

The Walmart DCMP is a tax efficient tool for Walmart Sr. Directors and Officers to build wealth. Here are 3 Key decisions to consider.

Feb 6

Is the Walmart Deferred Compensation Matching Plan Worth it for a Sr. Director?

In this article, we are looking at the case of Jeremy, a Sr. Director at Walmart. Does it make sense for Jeremy to contribute to the DCMP?

Feb 1

Walmart's Equity Compensation: Yesterday and Today

In this article we explore the three primary types of Walmart Equity Compensation and tips to effectively manage each type.

Jan 17

Tips on Tax Efficient Investing for Corporate Executives

In Part 2, we will continue discussing a major pain point for Corporate Executives: Taxes.

Jan 15

Maximize the Value of Your Walmart 401(k) Plan

Walmart offers a robust 401(k) Plan with various account types, cost effective investment options and an employer match. In this article,...

Jan 9

Timeless Investment Principles (Part 1): Investment Risk and Diversification

Wall Street and the Media project the idea that investing is complicated and requires professional expertise for success. This idea...

Dec 29, 2023

What Does Wall Street's Crystal Ball Show for 2024?

In this article, let's explore 3 themes that are consistent across Wall Street 2024 outlooks and are relevant to your portfolios.

Dec 19, 2023

5 Essential FAQs on the Walmart DCMP

The article discusses 5 common FAQs on the Walmart DCMP on Investment Strategy, Take-Home Pay, 5+1 Rule, 401k Match and the 3 DCMP accounts.