In this episode of Gimme Some Truth, Nate Condon and Clint Walkner are joined by Mitch DeWitt, CFP®, MBA. Together they help break down the complex world of equity compensation. We explain what equity compensation is, why it matters for financial planning, and the different types of stock options employees may encounter.

The discussion covers the tax implications of stock options, potential pitfalls to avoid, and key strategies to incorporate equity compensation into a long-term plan. Whether you’re an employee receiving stock options or simply interested in understanding how they fit into wealth-building, this episode provides practical insights to navigate equity compensation with confidence.

Timestamps

00:00 – Introduction to Equity Compensation

01:22 – Understanding Stock Options

04:44 – Types of Stock Options and Their Tax Implications

10:31 – Common Pitfalls and Planning Strategies

16:48 – Conclusion and Final Thoughts

READ THE BLOG POST FOR MORE INFO: https://walknercondon.com/blog/six-things-to-know-about-employee-stock-options/

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