Today we are getting back to business and in this episode, we are back to one of several episodes that I have been doing that focus on retiring with equity compensation. There's too much to cover in one episode, especially since mine is pretty short. Blame the GenX lack of attention span I guess. In reality, I just wanted to break these up so you can pick and choose which to listen to since it’s unlikely that all will apply to each of you.

We'll talk about employee stock purchase plans today, but I'll just call it ESPP. I know there are others but we will stick with non-qualified stock options, restricted stock awards, restricted stock units, and employee stock purchase plans for these episodes. Most of you will have some combination of these types of equity compensation. DISCLAIMER: These may sound slightly repetitive if you’ve listened to them back to back as there is some overlap between each type of equity compensation.

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

• The things to do first [1:59]
• What form does your ESPP take? [6:24]
• Nonqualified ESPPs [6:44]
• Qualified ESPPs [7:20]
• Disqualifying dispositions [11:47]
• Pulling it all together [14:41]
• This week’s FLASHBACK [16:09] 

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