In this episode, Dr. Preston Cherry breaks down the essentials of equity compensation—RSUs, ISOs, NQSOs, and ESPPs. He explains how taxes and behavioral biases can influence your decisions and offers smart strategies to maximize your equity benefits while avoiding common traps.
Takeaways:
• Know your tax impact
• Sell RSUs to cover taxes
• ISOs can lower taxes
• ESPPs offer discounted stock
• Plan ahead to win big
Want to learn more? Connect with us below!
Stay informed and inspired! Join our FREE wealth & well-being newsletter
Do you want confidence & clarity? Check out our award-winning wealth advice services
Grab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life’
Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/
