The Abundance Mindset

Equity Comp Explained - What to do with RSUs, Options, and ESPP


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Many people begin to accrue different forms of equity compensation as they progress in their careers, yet these forms of compensation are much more complicated than simple paychecks and cash bonuses. In this episode, we aim to educate broadly on the different ways equity compensation can be structured, describe how to most efficiently leverage these offerings, and share common mistakes and pitfalls with equity comp that can be avoided.


Contact: [email protected]


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.

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The Abundance MindsetBy Allison Cline CFP®, ChFC® & Ben Cline CRPS®

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