Equity compensation—like restricted stock units (RSUs) and stock options—can be one of the most confusing (and valuable) assets in a divorce. In Episode 80, Andrew welcomes Laurie Itkin, Certified Divorce Financial Analyst (CDFA) and founder of The Options Lady, to demystify this complex topic. Laurie shares how equity compensation works, what divorcing couples need to know about taxes, vesting, and division, and the biggest mistakes to avoid when stock-based pay enters the marital bala...
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Equity compensation—like restricted stock units (RSUs) and stock options—can be one of the most confusing (and valuable) assets in a divorce. In Episode 80, Andrew welcomes Laurie Itkin, Certified Divorce Financial Analyst (CDFA) and founder of The Options Lady, to demystify this complex topic. Laurie shares how equity compensation works, what divorcing couples need to know about taxes, vesting, and division, and the biggest mistakes to avoid when stock-based pay enters the marital bala...
The 3 Questions of Life-Centered Financial Planning After Divorce
The Gray Divorce Podcast
16 minutes
1 month ago
The 3 Questions of Life-Centered Financial Planning After Divorce
What if your financial plan didn’t start with your money, but with your life? In Episode 77, Andrew dives into the transformative power of life-centered financial planning, especially for those navigating the challenges of gray divorce. Discover how to prioritize purpose, relationships, and personal goals—without waiting for a “magic number” in your retirement account. Thanks for listening! We'd be very grateful if you'd subscribe to the podcast and give us 5 stars! Please visit Transce...
The Gray Divorce Podcast
Equity compensation—like restricted stock units (RSUs) and stock options—can be one of the most confusing (and valuable) assets in a divorce. In Episode 80, Andrew welcomes Laurie Itkin, Certified Divorce Financial Analyst (CDFA) and founder of The Options Lady, to demystify this complex topic. Laurie shares how equity compensation works, what divorcing couples need to know about taxes, vesting, and division, and the biggest mistakes to avoid when stock-based pay enters the marital bala...
