Equity Compensation Strategies: Everything You Need to Know With Derek Jess (EP.138)

Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, shares his vast knowledge of integrating equity and executive compensation into comprehensive financial planning strategies.  

 

Listen now and learn:

• The essential considerations and tax implications for incorporating equity compensation into your financial plan

• Unique risks faced by employees with large company stock positions

• A systematic approach to managing company stock

 

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

 

[2:17] Understanding Deferred Compensation

[3:43] Equity Compensation and Vesting Schedules

[6:01] Restricted Stock vs. Stock Options

[9:21] Tax Implications of Stock Options

[14:05] Employee Stock Purchase Plans

[17:36] Concentrated Stock Positions and Risks

[21:05] Integrating Company Stock in Financial Planning

[33:06] A Systematic Approach to Managing Company Stock