Cobblestone Capital Advisors

Episode 55 – Stock Options, RSUs, & Managing Concentration Risk


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Stock options. Restricted stock units (RSUs). They sound like Wall Street jargon, but if part of your paycheck comes in company stock, these terms could make—or break—your financial future. Join hosts Jesse Cramer and Gabe Chodak as they dive into the world of equity compensation, with Certified Financial Planner (CFP), Allison Shuler. Together, they unravel the complexities of stock compensation, the tax implications you can’t ignore, and the common mistakes that could leave thousands (or more!) on the table.
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Cobblestone Capital AdvisorsBy Cobblestone Capital Advisors