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47. Planning & Investing For Tech Professionals Or Those with Equity Compensation with Joe Marshall

47. Planning & Investing For Tech Professionals Or Those with Equity Compensation with Joe Marshall

Released Tuesday, 30th August 2022
Good episode? Give it some love!
47. Planning & Investing For Tech Professionals Or Those with Equity Compensation with Joe Marshall

47. Planning & Investing For Tech Professionals Or Those with Equity Compensation with Joe Marshall

47. Planning & Investing For Tech Professionals Or Those with Equity Compensation with Joe Marshall

47. Planning & Investing For Tech Professionals Or Those with Equity Compensation with Joe Marshall

Tuesday, 30th August 2022
Good episode? Give it some love!
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Johnny is joined by Joe Marshall, Financial Advisor for Coastal Capital Advisors (https://www.coastalcapitaladvisors.com/), to talk about complex financial situations like getting stock grants and RSUs, aka restricted stock units, at your company, leaving your company when you have equity, and dealing with IPOs. In addition, they cover planning for the tax events and life events that accompany these decisions.  If you're not in tech or don't receive financial compensation in the form of stock equity, you should still tune in to learn why you should be asking for equity!


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