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In this episode of Five Minute Finance, Certified Financial Planner Mike Morton reveals why the Employee Stock Purchase Plan (ESPP) is one of the most underutilized workplace benefits, despite offering free money in the form of discounted stock. He and host Matt Robison walk through how ESPPs work, whether to sell or hold, common mistakes to avoid, and why simply signing up can make a big difference.
Are you ready to create your ideal lifestyle? Let’s Connect.
Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
By Mike Morton, CFP®, RLP®, ChFC®4.8
2121 ratings
In this episode of Five Minute Finance, Certified Financial Planner Mike Morton reveals why the Employee Stock Purchase Plan (ESPP) is one of the most underutilized workplace benefits, despite offering free money in the form of discounted stock. He and host Matt Robison walk through how ESPPs work, whether to sell or hold, common mistakes to avoid, and why simply signing up can make a big difference.
Are you ready to create your ideal lifestyle? Let’s Connect.
Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

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