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The TFP Newsletter:
Personal Finance
For Walmart Executives
Investing


Mark Chisenhall, CFA
Feb 1


Mark Chisenhall, CFA
Jan 28


Mark Chisenhall, CFA
Jan 21


Mark Chisenhall, CFA
Dec 20, 2024
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The TFP Newsletter: Personal Finance
For Walmart Executives
Taxes


Mark Chisenhall, CFA
Feb 13


Mark Chisenhall, CFA
Feb 1


Mark Chisenhall, CFA
Jan 28


Mark Chisenhall, CFA
Dec 20, 2024


3 Ways Personal Finances Change for Walmart Officers: Taxes, DCMP and Performance Shares
This article discusses 3 ways personal finances change for Walmart officers and how to address them: Higher Taxes, Walmart DCMP and PSUs.
Feb 13


Top 3 Walmart DCMP Questions
The article discusses 3 common questions about the Walmart DCMP - Take-Home Pay, 401(k) Match and Change Elections.
Dec 1, 2024


How a Walmart VP Supercharged Her Savings with the WMT Deferred Compensation Matching Plan (DCMP)
See how a Walmart VP leveraged a high savings rate and the Walmart Deferred Compensation Matching Plan into an early retirement!
Nov 25, 2024


Investing Your Walmart DCMP
This article discusses the investment options available to participants in the Walmart Deferred Compensation Matching Plan.
Nov 20, 2024


Walmart DCMP Case Study: A Sr. Director and Early Retirement
A Walmart DCMP Case Study! See how a Sr. Director incorporated the Walmart DCMP into his planning to help him retire early.
Nov 20, 2024


Understanding Your Walmart DCMP Payouts
How do Walmart DCMP participants eventually receive their payments? Let's review how it works.
Oct 30, 2024


Contributing to Your Walmart DCMP
Let's review a framework to evaluate how much to contribute to your Walmart DCMP.
Oct 15, 2024


Is the Walmart DCMP Right for You?
An overview of the Walmart DCMP discussing what it is, the pros and cons and a simple framework to help evaluate if it's right for you.
Oct 15, 2024


Tax Planning for Executives: How an Executive 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.
Apr 1, 2024


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 15, 2024


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 6, 2024


A Walmart Deferred Compensation Matching Plan Case Study - Taxes and Retirement
This week, we are focusing on the Walmart Deferred Compensation Matching Plan (DCMP) and how it can be integrated into a financial plan.
Nov 10, 2023
Personal Finance, Investing, and Tax Planning for Corporate Executives
Explore expert guidance on optimizing wealth, navigating financial decisions, and securing long-term financial success.
Walmart


Mark Chisenhall, CFA
Feb 13


Mark Chisenhall, CFA
Dec 1, 2024


Mark Chisenhall, CFA
Nov 25, 2024


Mark Chisenhall, CFA
Nov 20, 2024
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Mark Chisenhall, CFA
Apr 2


Mark Chisenhall, CFA
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Mark Chisenhall, CFA
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Jun 12, 2024
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Mark Chisenhall, CFA
Apr 2


Mark Chisenhall, CFA
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Jan 28
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