The Equity Compensation Guidebook

3 Tips for Exercising Stock Options, Ep 22


Listen Later

In episode 22 of the Equity Compensation Guidebook, we are talking about exercise. I'm sure you're tired of hearing about exercising in the new year, but the exercise we're going to cover is that of stock options. While it may not strengthen your health, it certainly may strengthen your wealth! There is a simple way to exercise your options and a way that requires a little more effort. However, if you want to optimize things and keep your tax bill lower you may want to listen on.

You will want to hear this episode if you are interested in...
  • First things first… NSO’s...TAKE THEM! [1:04]
  • Don’t miss those deadlines especially when you’re in the money! [2:40]
  • Waiting to exercise [4:08]
  • Exercising options as soon as possible and holding [4:44]
  • The best way to figure out your best course of action [5:55]
  • This week’s FLASHBACK [7:38] 
Connect With Dan Johnson
  • https://forwardthinkingwm.com 
  • Subscribe on Youtube
  • Follow on Linkedin
...more
View all episodesView all episodes
Download on the App Store

The Equity Compensation GuidebookBy Daniel Johnson