Today's episode is one of several that I will be doing that focuses on retirement with equity compensation. In my opinion, there is too much to cover in one episode, especially considering my episodes are short. You know, GenX, lack of attention span and all that. Honestly, it's just that I want to break these out because some topics may apply to just a few people and some will apply to more of you. I know there are others but we will stick with non-qualified stock options, restricted stock awards, restricted stock units, and employee stock purchase plans for these episodes. Most of you will have some combination of these types of equity compensation. One last thing, these may become a bit repetitive if you listen to each and every one. There are key items that I'll mention in every episode because I expect listeners will pick and choose which episodes to listen to and I want to be sure to cover the critical terms in each episode so they don't get missed. 

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

• Projecting rough retirement numbers [1:57]
• Gather number for your entire net worth [3:58]
• After your prep work is done [5:07]
• Identifying and tracking various cost basis [9:51]
• Projecting big planned future expenses [11:12]
• Pulling it all together [12:04]
• This week’s FLASHBACK [13:40] 

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