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A Crash Course on Equity Compensation
Manage episode 469005574 series 3410802
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How can executives make the best use of their company stock? In this episode, we break down a few common forms of granting stock, and strategies for how to exercise them in a tax efficient way. But that's not all, so take a listen for a crash course on equity compensation!
We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)
Chapters
1. A Crash Course on Equity Compensation (00:00:00)
2. Forms of compensation (00:02:12)
3. How to choose what risk you bring on (00:13:57)
4. About Incentive Stock Options (ISOs) (00:21:58)
5. About Non-Qualified Stock Options (NQSOs) (00:29:49)
6. About Restricted Stock Units (RSUs) (00:33:08)
7. About Employer Stock Purchase Plans (ESPPs) (00:42:08)
8. Strategies to consider before retirement (00:53:26)
63 episodes
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