Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.
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Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.
Reducing Taxes by Exercising and Holding Incentive Stock Options
The Executive Financial Planning Podcast
40 minutes 58 seconds
4 months ago
Reducing Taxes by Exercising and Holding Incentive Stock Options
If you have incentive stock options from your company this is a must listen! Guest Matt Gottshall joins Matt Daugherty to talk about strategies such as exercising and holding your shares to potentially save thousands in taxes.
The Executive Financial Planning Podcast
Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.
