Today's episode is the second of several episodes that I will be doing that focus on retiring with equity compensation. There's too much to cover in one episode, especially since mine are pretty short. Blame the GenX lack of attention span I guess. Really I just wanted to break these up so you can pick and choose which to listen to since it’s unlikely that all will apply to each of you.

We'll talk about restricted stock awards today, but I'll just call it restricted stock. 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. DISCLAIMER: If you listened to the last episode on retiring with restricted stock units, better known as RSUs, a lot of this will sound very familiar. Honestly, most parts are the same, except when it comes to taxation, dividends, and voting rights.

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

• Do you know your spending number? [2:37]
• Do you know your net worth [4:46]
• Let’s talk about restricted stock awards! [5:56]
• Concentration risk and taxes [6:42]
• What sets restricted stock apart [9:16]
• Tracking various cost basis [11:09]
• 83b election option [13:13]
• This week’s FLASHBACK [16:24] 

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