Meg Bartelt, founder of Flow Financial Planning, joins us to discuss a method for weaving employer stock into personal financial planning. <ul class=""> <li class="">Trends in employer stock plans</li> <li class="">What are you actually getting from your employer?</li> <li class="">The simplest way to get your head around buy/sell decisions</li> <li class="">What type of analysis is most useful? </li> <li class="">Using employer stock to fulfill your personal goals</li> </ul>

Meg Bartelt, founder of Flow Financial Planning, joins us to discuss a method for weaving employer stock into personal financial planning. Trends in employer stock plans What are you actually getting from your employer? The simplest way to get your head around buy/sell decisions What type of analysis is most useful? Using employer stock to fulfill your personal goals

Meg Bartelt, founder of Flow Financial Planning, joins us to discuss a method for weaving employer stock into personal financial planning. <ul> <li>Trends in employer stock plans</li> <li>What are you actually getting from your employer?</li> <li>The simplest way to get your head around buy/sell decisions</li> <li>What type of analysis is most useful?&nbsp;</li> <li>Using employer stock to fulfill your personal goals</li> </ul>

#22: You got company stock! Now what?

Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tackle these themes and more with the aim of being open minded, curious and practical.

Share #22: You got company stock! Now what?

Sign up to save your podcasts

#22: You got company stock! Now what?

#22: You got company stock! Now what?