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The Equity Compensation Guidebook

Jul 22, 2021

In today's episode, I'm once again going off-topic from equity compensation. It’s my podcast… I’ll do what I want 😂. I thought I would hit on a topic I'm aware of from seeing it with my own clients and clients of other advisors I know. The short version is I want to share some thoughts on some of the biggest...


Jul 15, 2021

In the last episode, the focus was on restricted stock and restricted stock units. The focus in this episode is on non-qualified stock options. Part of the reason I feel this topic is so important is that it deals with specific strategies you can use to help you optimize your non-qualified stock options. Personally, I...


Jul 8, 2021

Today's episode is a topic of great interest, at least in my experience. We're going to talk about some specific strategies to get out of company stock. We'll focus primarily on restricted stock and RSUs. However, you certainly could use these strategies for non-qualified stock options as well. 

Before we jump into it,...


Jul 1, 2021

We're back on the equity compensation train here. I know I've deviated a bit recently with other topics. However, I felt those were important enough to cover. Plus it's important to mix things up every so often. The topic of this episode is what the heck should you do with your RSUs once they vest? Sell, hold, a bit...


Jun 24, 2021

Once again I’m breaking off from the world of equity compensation in this podcast episode. Instead, I thought I would take a step back and share some quick thoughts of what I've noticed in a post COVID world. These are just a few items related to personal finance. The observations come mostly from conversations with...