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Do More With Your Money

Feb 26, 2020

In this podcast episode, I discuss the framework for deciding how aggressive to be with employer equity compensation.

Equity compensation discussed includes Options (at-the-money vs out-of-the-money) vs Restricted Stock Units (RSUs).

In situations where there is a vesting schedule (over a 3,4,5 year period), it almost always makes sense to take the equity compensation (vs cash).

However, I also discuss situations where taking cash would make sense based on personal financial circumstances.

Equity compensation is an amazing opportunity to concentrate and grow your wealth. You just want to make sure you have a plan in place to minimize the tax ramifications and diversify in the long term once you've built your foundation for financial independence.