In this episode of the Resilient Investors podcast, Victor and Kim Gaxiola discuss the findings from their “Mastering RSUs-Data-Driven Insights & Strategies for Long-Term Financial Success” whitepaper, exploring the complexities of Restricted Stock Units (RSUs). 

As a significant component of modern compensation, they unpack the implications of RSUs on employee retention, the balance of hope and uncertainty in equity compensation, common mistakes in managing RSUs, and actionable strategies for effective management. The conversation emphasizes the importance of diversification and proactive financial planning to mitigate risks associated with over-reliance on company stock.

Takeaways

• RSUs are often misunderstood but are crucial inmodern compensation.
• Employees may feel trapped by their RSUs,impacting morale.
• Confirmation bias can lead employees tooverestimate their company's stability.
• Tax law changes can significantly affect thevalue of RSUs.
• Many employees do not diversify their RSUs,increasing risk.
• Strategic selling and diversification are key tomanaging RSUs effectively.
• Creating a financial plan is essential formanaging RSUs.
• Engaging with financial advisors early can helpmitigate risks.
• Understanding the tax implications of RSUs iscritical for planning.
• Proactive management of RSUs can lead tolong-term financial stability.

Download a copy of the RSU White Paper - CLICK HERE

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