On this week's episode, we're going to talk about some important things everyone with equity compensation should be doing, at least in my humble opinion. I've titled the episode, the biggest mistakes to avoid because negative titles get more clicks, however, I don't like the negative approach. The approach I will be taking as I move through these items is to focus on the most important things you should be doing if you have equity compensation and want to be successful with it. 

Before we jump into things, I want to remind you that I cater to employees with equity compensation who also work for publicly traded companies. My focus is on RSUs, stock options, restricted stock, and ESPPs. I do not work with startups or things like IPOs. It's not my area of knowledge so if you're looking for an advisor who works in that area, well, I'm simply not that guy. Let's get to it. 

You will want to hear this episode if you are interested in...

• Show me the money options [1:26]
• Take the time to understand your equity compensation [2:29]
• ESPPs are my favorite [3:54]
• Concentration risk [5:08]
• Taking advantage of tax advantages [6:01]
• Developing a plan [7:53]
• Hiring a pro [8:50]
• This week’s FLASHBACK [10:05] 

Resources & People Mentioned

• Chuckery Trail
• The Signal Tree

Connect With Dan Johnson

• https://forwardthinkingwm.com 
• Subscribe on Youtube
• Follow on Linkedin

Subscribe to The Equity Compensation Guidebook on
Apple Podcasts, Spotify

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