Company Stock Plans Part I with Kyle Ryan, CFP
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Show Notes
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.
Of the six areas of financial planning, today's episode focuses on investment planning. Specifically, Mike and Kyle discuss company stock plans. This is a two-part series that covers everything from: stock in a 401k, stock options, RSUs, and employee stock purchase plans. This is a great episode if your company offers stock options and how to maximize them.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com