Welcome to episode 23 of Retire Me.

Today we discuss how to handle your employee stock options.  Specifically, we discuss how do you view your stock options/RSU's in the context of your overall financial planning.  I outline the advice I give clients when deciding what to do with the proceeds of stock options/RSU's.  I discuss the tax implications of RSU's and stock options at a high level.  I also discuss reasons why it can be difficult to part with your stocks, even if you know that it is the sensible thing to do.

From there, we continue in our series Key Questions for the Long Term Investor.  This week's question is:  Will frequent changes in my investment portfolio help me achieve investment success.  The short answer is no, but market timing is probably the most frequent investor mistake that I see clients making.  I talk about the top 3 market timing mistakes that I see people making and explain why timing the market is so damaging for the long-term investor.

Detailed show notes, charts, and links will be available on my blog this week at www.walhoutfinancial.ca/retire-me.

Thanks for listening!

Mark