This episode is a recording of a live event I did on How to maximize your employers' share plan when the market is crashing. The employer's share plan can create a massive opportunity for people to get ahead faster and accelerate their wealth building. However, you need to know how to use the rules to your advantage to avoid missing out on the opportunity and not getting frustrated by big tax bills, declining share prices, and forcing this reactive, stressful selling situation.

I also talked about the basics of employee share plans, how they work, and how they fit together. As well as some of the considerations you should be thinking about in the current market environment to set up a rock-solid employee share plan strategy.

This episode is perfect for anyone who has an employee share plan and wants to know more about how they can make the most of it.

 

Want to make smarter money moves and get ahead faster? 

 

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Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055