What if your stock compensation could work for you automatically, compliantly, and with less tax drag?

In this episode, Adam Crawford, Head of Revenue at Candor, to demystify 10b5‑1 trading plans, a powerful tool for executives and public-company employees looking to offload company stock without triggering insider trading violations.

Learn how these pre-scheduled contracts:

• Enable automated RSU and ESPP sales
• Avoid common tax pitfalls via lot-level optimization
• Extend 10b5‑1 access beyond the C-suite
• Give executives freedom and flexibility across the full calendar year
  
  

Featuring: Dan Pascone & Adam Crawford

🧠 Smarter strategies start here → ⁠makingsenseofyourmoney.com⁠

#MakingSensePodcast #ExecutiveCompensation #RSUs #10b5Plan #StockSales #FinancialFreedom #TailoredWealth #AdamCrawford #DanPascone