In today's corporate world, especially in the technology sector, in recent years, equity compensation has been gaining popularity. With equity compensation coming in several different flavors, understanding its many complexities can help you maximize your benefits.

Joe Forish, Chartered Financial Analyst and Certified Financial Planner®, has built his career around helping professionals in the technology sector develop effective financial strategies. Throughout today's episode, we dive into how you can utilize equity compensation to improve your financial strength.

------------

Full show notes, links to resources mentioned, and other compelling episodes can be found at http://LeadYourGamePodcast.com. (Click the magnifying icon at the top right and type “Joe”)

Love the show? Subscribe, rate, review, and share!

JUST FOR YOU: Increase your leadership acumen by identifying your personal Leadership Trigger. Take my free my free quiz and instantly receive your 5-page report.

Need to up-level your workforce or execute strategic People initiatives? https://shockinglydifferent.com/contact or tweet @KaranRhodes.

-------------

ABOUT JOE FORISH:

Joe Forish, CFA, CFP®, is a highly accomplished financial advisor specializing in providing comprehensive financial strategies for tech employees. With a deep understanding of the unique financial challenges and opportunities faced by individuals in the tech industry, Joe founded Fortrove, a firm dedicated to helping clients confidently navigate their financial journeys.

As the founder of Fortrove, Joe brings his expertise in investment planning, retirement planning, risk management, and estate planning to empower his clients to make informed decisions about their finances. With a focus on personalized and holistic financial planning, Joe assists his clients in developing strategies that align with their goals, whether it is optimizing their stock compensation, planning for retirement, or ensuring their financial well-being in the long term.

WHAT TO LISTEN FOR:

1.    The importance of equity compensation

2.    Strategies for maximizing equity compensation

3.    Fortrove's services

4.    How to plan for retirement?

5.    What is intellectual horsepower?

FEATURED TIMESTAMPS:

[05:11] From Small Town Values to Financial Expertise: A Personal Journey of Responsibility and Guidance

[09:19] Demystifying Equity Compensation: Navigating the Complexities of Stock Ownership in the Tech Arena

[11:44] Insights and Recommendations for Harnessing the Value of Stock Awards

[14:50] Achieve Financial Success in the Tech World: Partnering with Fortrove for Holistic Financial Guidance

[18:46] Exploring Diverse Knowledge Levels and the Need for Customized Support in Financial Planning

[21:58] Joe’s entry into the LATTOYG Playbook

[23:31] Expanding Horizons: Fortrove's Focus on Consulting, Webinars, and Podcasts

[24:57] Signature Segment: Joe's LATTOYG Tactics of Choice

[28:27] Signature Segment: Karan's Take

LINKS FOR [GUEST]:

Website URL: fortrovepartners.com/

LinkedIn: linkedin.com/in/joeforish/

Twitter: @joeforish

You Say Data I Say Dayta with Joe Forish Podcast: https://podcasts.apple.com/us/podcast/you-say-data-i-say-dayta/id1540009291 

PEOPLE AND RESOURCES MENTIONED:

Overview:  The Lead at the Top of Your Game Leadership Development Experience