Show cover of The Equity Compensation Guidebook

The Equity Compensation Guidebook

This podcast is for owners of Equity Compensation positions who want to optimize this wealth so they can do the things they want in retirement and even before. Topics we focus on include everything related to Nonqualified Stock Options, Restricted Stock Units, Restricted Stock, and Employee Stock Purchase Plans. We’ll dive deep into areas such as taxes, retirement planning, investment strategies, college funding, charitable giving and much more. This podcast is designed for long-term employees of publicly traded companies who want a better understanding of their Equity Compensation in episodes of 20 minutes or less.

Tracks

EP 75 - Talking About Taxes 18:02 06/09/2022
EP 74 - Tips for Concentration Risk and Volatility 16:06 05/25/2022
EP 73 - Bucket Strategy for Retirement 12:17 05/05/2022
EP 72 - Benefits of a Flat Fee Financial Advisor 13:40 04/20/2022
EP 71 - Biggest Mistakes with Equity Compensation 13:00 04/06/2022
EP 70 - Spending in Retirement 11:58 03/24/2022
Ep 69 - Tips for Identity Theft 11:41 03/10/2022
EP 68 - Taxes and Equity Compensation 14:28 02/10/2022
EP 67 - Inflation, Interest Rates, Markets and More 12:26 01/20/2022
EP 66 - Why I Built a Flat Fee Firm 12:14 01/06/2022
One Question You Must Ask Your Financial Advisor, EP 65 07:09 12/31/2021
Gifting Equity Compensation - Ep 64 09:43 12/23/2021
Ep 63 - Trends in Equity Compensation 10:09 12/16/2021
Higher Salary or Equity Compensation? Ep 62 14:03 12/09/2021
Ep 61 - Types of Wealth 10:27 12/02/2021
Ep 60 - Tips for Retiring with Stock Options 19:54 11/23/2021
Ep. 59 - Tips for Retiring With Employee Stock Purchase Plans 18:51 11/18/2021
Ep. 58 - Investment Strategies - Dogs, Best and Balanced 09:01 11/11/2021
Ep 57 - Thoughts on Social Security 09:54 11/05/2021
Tips for Retiring with Restricted Stock Awards, Ep 56 18:24 10/28/2021
Tips for Retiring with Restricted Stock Units, Ep 55 18:07 10/21/2021
Restricted Stock vs Restricted Stock Units, EP 54 17:04 10/14/2021
Proposed Tax Changes - Ep 53 13:47 09/30/2021
What's Better - Stock Options or Restricted Stock? Ep 52 15:33 09/23/2021
Introduction to Equity Compensation, Ep 51 17:39 09/16/2021
What Happens to My Equity Compensation When My Company is Bought Out? Ep 50 14:39 09/09/2021
What I Don't Have, Ep 49 10:21 09/02/2021
You Now Have RSUs. What's Next? Ep. 48 14:59 08/26/2021
Why Equity Compensation is So Value, Ep 47 14:25 08/19/2021
Tips for Dealing With Concentration Risk, Ep 46 15:40 08/12/2021