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RSUs can feel like a great opportunity, but they can also create a tough question: Should you sell when they vest, or hold the stock and see what happens?
In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, break down the key considerations behind restricted stock units, including taxes, concentration risk, emotional attachment, and how company stock may fit into a broader financial picture.
They also explore one simple question that can help clarify the decision: If this showed up as cash instead of stock, would you use that money to buy the same company's shares?
Tune in for a clear, practical conversation about RSUs and why the right decision depends on more than the stock price.
By Tim Clairmont5
55 ratings
RSUs can feel like a great opportunity, but they can also create a tough question: Should you sell when they vest, or hold the stock and see what happens?
In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, break down the key considerations behind restricted stock units, including taxes, concentration risk, emotional attachment, and how company stock may fit into a broader financial picture.
They also explore one simple question that can help clarify the decision: If this showed up as cash instead of stock, would you use that money to buy the same company's shares?
Tune in for a clear, practical conversation about RSUs and why the right decision depends on more than the stock price.

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