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Episode 46: Equity Compensation with Rachel Elson

8:04 am // by Melissa Joy, CFP®, CDFA®

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?

Resources:

Find out more about Rachel

Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Melissa Joy, CFP®, CDFA®

Melissa Joy, CFP®, CDFA® is the President of Pearl Planning and a Wealth Advisor for Raymond James Financial Services. Reach out for a call today at 734.274.6744.

8031 Main St. Suite 302 Dexter, MI 48130

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Episode 47: Comparison is the Thief of Joy with Cherisa Allen

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Setting and Achieving Financial Goals

Episode 47: Comparison is the Thief of Joy with Cherisa Allen

Episode 47: Comparison is the Thief of Joy with Cherisa Allen

Welcome to the 52 Pearl Weekly Money Wisdom Podcast! Hosts and financial planners at Pearl Planning, Melissa Joy, CFP , Melissa Fradenburg, and Alexa Kane, CFP will roll out a new episode each week with wisdom and actionable advice to improve financial decisions. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our office at (734)274-6744 or the Grosse Pointe office at (313)486-9634. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Pearl Planning is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Pearl Planning’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pearlplan.com. Content represents the opinion of the speaker and not necessarily that of Pearl Planning.