Women's Money Wisdom

Episode 269: RSU's Demystified: How Smart Women Manage Equity Compensation


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đź’¬ Are you leaving money on the table by not understanding your equity compensation?

Equity compensation is no longer reserved for top tech execs—it’s becoming a standard part of pay packages across industries. In this empowering and informative episode, Melissa Joy , CFP® breaks down the increasingly common but often misunderstood world of Restricted Stock Units (RSUs).

Whether you already receive RSUs or are considering a job offer that includes them, this episode is packed with essential knowledge to help you make confident, informed decisions.

💡 What You’ll Learn:

What RSUs Are - A quick breakdown of how they work and why they matter.

Vesting & Taxes - Why timing matters—and how to avoid surprise tax bills.

Women & Equity Pay - Why women often miss out—and how to change that.

Smart Strategies - How to handle vested shares and reduce risk.

Big Picture Planning -Ways to fold RSUs into your overall financial plan.

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

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Women's Money WisdomBy Melissa Joy, CFP®

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