For employees of both public and privately held companies, equity compensation such as stock options or co-ownership can create a significant opportunity to grow wealth. However, participating in this type of award plan also carries some financial risk and requires careful management.
In this first podcast of our three-part series on equity compensation, host Doug Fabian and Josh DeForest, advisor, CERTIFIED FINANCIAL PLANNERTM, and a regional director of Mercer Advisors, lay out the potential benefits and drawbacks that employees need to consider. They also explore why it’s crucial to view and manage equity compensation packages through the lens of a comprehensive financial plan.
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