In this episode Melissa Joy, CFP® and Rachel Elson, Wealth Advisor at Perigon Wealth Management, discuss equity compensation. Rachel was a longtime personal finance journalist and former Editor-in-chief for Financial Planning Magazine before entering private practice. Rachel and Melissa talk about ways you can be compensated outside of your salary and what that means for you.

You will learn:

  • What percent of your portfolio is safe to have in company stock?
  • What are the tax implications of selling company stock?
  • When you consider moving companies how do you value future vesting options?


Find out more about Rachel

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