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Your Guide to Stock Options: ESPPs, RSUs, and ISOs

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Whether you’ve got access to an ESPP (Employee Stock Purchase Program) at work and aren’t sure if it’s worth your time, or your new offer includes compensation via RSUs and ISOs, this week is dedicated to you. Strap in for a ride through Jargonarnia.
This week, I welcomed James Conole and Scott Frank-hosts of Real Personal Finance and holders of the prestigious CFP and CFA designations-to the show to help me break down this complicated world.
They had some excellent tips that you won’t want to miss. For example, pretend your RSUs are cash-would you use a cash bonus to buy company stock? If not, sell ’em.
Let's get into it.
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Опубликовано:

6 сен 2024

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Комментарии : 17

@knightmare7850 9 дней назад

I’m so happy you have a video for this!!! You’re a life saver 🖤

@NotYourCheese23 Год назад

Best personal finance podcast out there

@MoneywithKatie Год назад

This is so kind, thank you so much!

@samwatkinson5564 Год назад

Cat making vesting schedule overviews much more entertaining

@MoneywithKatie Год назад

Ha! I'm glad to hear it zhuzhed up a sometimes-boring topic. Thanks for watching, Sam!

@samwatkinson5564 Год назад

@@MoneywithKatie thanks for putting it all together! Love your content and use the wealth planner all the time. I have ISOs and this helped a lot

@KCRippstein Год назад

Great episode! Really liked how you had James & Scott interject really helpful insights. And thank you for clarifying up front the difference between RSUs and RSAs. I'd love it if you invested in a human that understands what you're talking about to do your closed captioning, though. It's quite unacceptable in its current format.

@MoneywithKatie Год назад

Thank you for the kind feedback and constructive thoughts, KC! We're looking into a better closed captioning service as we speak, so I appreciate you sharing your feedback. -Katie

@dabznslugg9492 Год назад

Just signed up for my companies ESPP with UBS ,

@HollyJohns Год назад

Can you post the links to those RSU diatribe blogs mentioned?

@MoneywithKatie Год назад

It's not about RSUs specifically, but this is my general concern about employee stock compensation: moneywithkatie.com/blog/the-risks-of-employee-stock-purchase-programs. I hope this helps!

@earlyretirementari Год назад

Amazing! 🎉

@MoneywithKatie Год назад

Thank you, Ari!

@earlyretirementari Год назад

@@MoneywithKatie You’re welcome!

@Maloha486 Год назад

Let's say I have RSUs; they vest and I don't sell right away; then the stock price goes up. Does compound interest kick in or no?

@edmundfong7288 9 месяцев назад

My ESOP with GTE which became Bell Atlantic which became Verizon. I was screwed by the new owner Broadcom when my employer Mobilink Telecom acquired for cash---my stock options expired one year later not the ten years originally issued to me by Mobilink. The new owners were scandalous in the news years later.