myStockOptions.com Podcasts

myStockOptions.com Podcast - When To Wait, Hold, Or Sell: A Wealth Manager Reveals His Wisdom On Stock Option Exercise Strategy


Listen Later

NEW! When stock options or restricted stock/RSUs vest, you need a strategy to make the most of their wealth-building potential. In this interview, wealth manager Tim Kochis explains that no single strategy for timing option exercises or restricted stock/RSU sales fits everyone, and he discusses his approach to this idiosyncratic type of planning. The interview is a companion to Mr. Kochis's article series on this topic.
...more
View all episodesView all episodes
Download on the App Store

myStockOptions.com PodcastsBy myStockOptions.com

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

5 ratings