New Focus on Wealth with Chad Burton

How are people using their employer stock options? I also cover investing resolutions and rate hike positives


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Do you buy and hold your ESPP discounted employer stock or sell and use it for something else? Learn the difference between ESPP, RSU, qualified and non-qualified stock options and how people are using their shares. Other topics include:

  • New Year’s investing resolutions
  • Pros to a rate hike from the feds
  • HSA strategies (Healthcare Savings Accounts)
  • Challenges of retiring abroad

 

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

 

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New Focus on Wealth with Chad BurtonBy Chad Burton

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