Have a Strategy for Each Block of Vesting Shares
Deliberate Money Moves
English - June 11, 2021 04:23 - 4 minutes - 2.25 MBSelf-Improvement Education Health & Fitness Mental Health anxiety finances financialdecisions financialplanning money planning Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Know the Tax Effect of Selling Your Company Stock
No longer should we simply let newly vested shares drift into our portfolio without a strategy or reason to hold vs. sell.
Join me in this episode of Deliberate Money Moves where, together, we develop a strategy for each block of vesting shares. The first thing we must do is differentiate among the shares we are getting.