Equity Compensation Strategies: Everything You Need to Know With Derek Jess (EP.138)
The Long Term Investor · Peter Lazaroff
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Show Notes
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:
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The essential considerations and tax implications for incorporating equity compensation into your financial plan
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Unique risks faced by employees with large company stock positions
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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