008: How Stock Compensation Fits into Your Financial Plan
On My Way to Wealth
English - January 15, 2020 14:00 - 22 minutes - 51 MB - ★★★★★ - 18 ratingsInvesting Business financialadvice genx buildingcredit financialplanning generationx gettingoutofdebt investinginvestments money retirement saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, Luis talks to Chloe Moore. Chloe is the Founder of Financial Staples, a virtual, fee-only comprehensive financial planning firm based in Atlanta, GA and serving clients nationwide. Financial Staples is dedicated to serving entrepreneurs and tech employees. As a CERTIFIED FINANCIAL PLANNER™ professional, Chloe takes a comprehensive approach that helps her clients align their finances with their values and purpose so they can live their greatest lives. In addition to promoting financial literacy through volunteer efforts, Chloe also focuses on the cultivation of female and minority financial planners. Through her leadership, contribution, and volunteerism within the financial services industry, Chloe was recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017.
Notes:
In this episode, you’ll learn tips regarding the following:
What stock compensation is The different types of stock compensation What a stock option is What a restricted stock unit is Considerations regarding stock options The difference between public and private companiesResources:
3 Fundamental “Money Moves” to Make Before Turning 45 Website: http://www.financialstaples.com/ LinkedIn: https://www.linkedin.com/in/chloemoore Twitter: https://twitter.com/finstaples Facebook: https://www.facebook.com/finstaplesConsider Your Options by Kaye A. Thomas Wealthfront Blog Guide to Equity & IPOs Stockoptioncounsel.com Blog Mystockoptions.com