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Podcast: Maximizing Outcomes
Episode: Navigating Employee Stock Options, RSU’s and Stock Purchase Plans (Ep. 58)
Description: Stock benefits can be a powerful tool for building wealth, but they often come with confusion and hidden risks.
How do stock options, RSUs, and employee purchase plans work? What tax implications should you consider? How can you protect yourself from overconcentration in company stock?
In this episode, Jim McGovern breaks down different types of stock benefits, explaining how they function, their tax implications, and the risks involved. He provides insights on when to exercise options, how to diversify, and strategies for hedging against potential losses.
Jim discusses:
The differences between stock...