Divorce Rich with Jacki Roessler, CDFA

Sweat Equity: Securing RSUs and Company Stock in Divorce


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Ever wonder if your tech executive spouse has compensation you don't fully understand? You're not alone. The modern divorce landscape has become increasingly complex as companies shift away from straightforward salaries toward sophisticated equity-based compensation packages.

In this essential episode, I tackle one of divorce's most misunderstood financial topics: non-standard compensation. I break down the mysterious world of RSUs (Restricted Stock Units), PSUs (Performance Stock Units), deferred compensation, and various bonus structures that often make up significant portions of total income in tech, finance, and corporate settings.

Through clear explanations and a compelling case study, I reveal how overlooking these assets can potentially cost you hundreds of thousands of dollars in your settlement. You'll learn the critical differences between vested and unvested equity, discover the five-point checklist for properly documenting these assets, and understand the tax implications that could dramatically affect their true value. I share a real-world example where my analysis helped secure a client over $250,000 in future payouts that were nearly left out of their settlement.

Whether you're just beginning the divorce process or already deep into negotiations, this episode provides the knowledge you need to identify potential hidden wealth and ensure your financial future isn't compromised by overlooking these increasingly common compensation structures. Don't leave money on the table – listen now to gain the clarity and confidence you need to make informed decisions about your financial future.

Schedule a free 30-minute consultation to see if divorce financial planning might be right for your situation – because understanding your finances today creates the freedom to build your tomorrow.

  • https://calendly.com/roessler-jacki/30min?month=2025-07
Center for Financial Planning
Striving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case.

The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

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Divorce Rich with Jacki Roessler, CDFABy Jacqueline Roessler, CDFA

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