In today's episode of the Equity Compensation Guidebook, we're going to touch on one of the biggest questions in personal finance. How to transition to retirement? Specifically, as it applies to the world of equity compensation. I'm giving some official disclaimers right upfront. Retirement is almost never a simple decision. Even if you have lottery winnings, there are a lot of individual decisions that need to be made before you can make the big one of transitioning to retirement. There is no uniform rule on the right amount of money needed. There is no magic number but there are some steps to planning and today I’m going to break it down into 5. 

You will want to hear this episode if you are interested in...

• One of the biggest questions in personal finance [0:21]
• Taking inventory of your equity compensation positions [2:32]
• Adding up the value & concentration risk [3:27]
• Gathering documentation [4:07]
• Review documents to know what happens with unvested or unexercised positions [4:34]
• Developing a plan around each stock option [5:15]
• This week’s FLASHBACK [7:21] 

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