Understanding Equity Compensation: A Guide to Stock Options and Planning

https://is1-ssl.mzstatic.com/image/thumb/Podcasts126/v4/0e/0d/2c/0e0d2cf5-d60c-faf2-52ca-f6a0ec6e053b/mza_16770424592882503229.jpg/600x600bb.jpg

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Walkner Condon Financial Advisors

267 episodes

4 days ago

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast

Investing

Business

RSS

All content for Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals is the property of Walkner Condon Financial Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_episode/13398503/13398503-1760643267005-93599aac13f23.jpg

Understanding Equity Compensation: A Guide to Stock Options and Planning

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

18 minutes 32 seconds

3 weeks ago

Understanding Equity Compensation: A Guide to Stock Options and Planning

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/

🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:

👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon

🌐 Learn More About Walkner Condon Financial Advisors:

Visit: https://walknercondon.com

🌍 Are You a U.S. Expat?

We specialize in financial planning for Americans abroad:

Explore our dedicated expat site: https://usexpatinvesting.com

📣 Connect with Us on Social Media:

LinkedIn: https://www.linkedin.com/company/walknercondon

Facebook: https://www.facebook.com/walknercondon

Instagram: https://www.instagram.com/walknercondon/