There are many things to consider when it comes to retiring with non qualified stock options… your spending number, your net worth, the status of your stock options, how much is in tax-deferred accounts, current tax rates, other income sources like social security, etc. If you work through all those things, you can work out a plan to sell off company stock, reduce your concentration risk, and by doing so, not pay too much in taxes. This episode highlights some of the issues to consider, and I’m happy for you to reach out to me to think it through from an experienced perspective.

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

• Why I’m breaking down this complicated issue into more than one episode [0:32]
• DISCLAIMER: This is NOT an options episode, the focus is Equity Compensation [1:56]
• First: figure out what you spend, then you can project retirement numbers [2:30]
• Get the numbers needed to calculate your entire net worth [4:32]
• This week’s FLASHBACK [11:23] 

Connect With Dan Johnson

• https://forwardthinkingwm.com 
• Subscribe on Youtube
• Follow on Linkedin

Subscribe to The Equity Compensation Guidebook on
Apple Podcasts, Spotify

Show notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com