Costly & Common RSU Mistakes: How to Strategically Plan Around Equity Compensation

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The Abundance Mindset

Allison Cline CFP®, ChFC® & Ben Cline CRPS®

40 episodes

3 days ago

How do I efficiently navigate the modern financial system and grow my net worth? Join Allison Cline CFP® ChFC® and Ben Cline CRPS® as they explore and unpack important topics in the realms of personal and small business finance.

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Hosted on Acast. See acast.com/privacy for more information.

Costly & Common RSU Mistakes: How to Strategically Plan Around Equity Compensation

The Abundance Mindset

22 minutes 32 seconds

2 months ago

Costly & Common RSU Mistakes: How to Strategically Plan Around Equity Compensation

If you’ve ever received RSUs, stock options, or ESPP shares as part of your compensation, you might be sitting on a huge opportunity — or a costly tax surprise.

In our first episode of Season 2 of The Abundance Mindset, we break down:

Common mistakes made with equity compensation, particularly RSUs
The tax pitfalls with RSUs many are not aware of
How to incorporate RSUs and equity compensation into broader financial planning

🎯 RESOURCES FROM THIS EPISODE:

Take our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8
Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contact
Schedule a complimentary 15 minute consultation: https://calendly.com/allison-04or/phone-call-with-allison

🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/Udcw1MC4skU

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.

Hosted on Acast. See acast.com/privacy for more information.