221. Annie - "Company Stocks and RSUs"

Future Rich with Barbara Ginty, CFP®

English - October 27, 2023 11:25 - 55 minutes - 50.9 MB - ★★★★★ - 82 ratings
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In today's episode, CFP Barbara Ginty interviews the lovely Annie!

Annie is 32 years old, lives in Denver with her fiance, and works in tech. She's planning her wedding for 2024 and has a lot of budget goals she's trying to reach. Annie's work provides her with a great salary and stock options... some of which are a bit more on the complicated side.

Annie and Barb discuss...

Annie's budget plan for her weddingUnexpected Property issuesCompany StocksIncome limitations for Roth IRAs and Roth 401ksRestricted Stock Units

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The content in this podcast is for informational purposes only. All investment strategies and investments involve risk of loss. Nothing contained in this podcast should be construed as investment advice. Any reference to an investment’s past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit.

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