Episode 61: A Crash Course on Equity Compensation
by Financial Design Studio, Inc. / February 26, 2025How can executives make the best use of their company stock? In this episode, we break down a few common forms of granting stock, and strategies for how to exercise them in a tax efficient way. But that’s not all, so take a listen for a crash course on equity compensation!
Take a listen right here, or head over to your favorite steaming platform!
Related Links
Do I Own Too Much Company Stock? Read about this in our article!
Resources we have on executive benefits:
- Is Deferred Compensation a Good Idea?
- NQSOs vs ISOs: What’s the Difference?
- A Guide to Restricted Stock Units (RSUs)
- Health Insurance Options for Early Retirement
- How Will Your Pension Choices Impact Your Retirement?
Watch our videos on different forms of equity compensation:
- The Basics of Non-Qualified Stock Options
- The Basics of Incentive Stock Options
- The Basics of Restricted Stock Units
Timestamps
2:12 Forms of compensation for executives
13:57 How to choose what risk you bring on
21:58 About Incentive Stock Options (ISOs)
29:49 About Non-Qualified Stock Options (NQSOs)
33:08 About Restricted Stock Units (RSUs)
42:08 About Employer Stock Purchase Plans (ESPPs)
53:26 Strategies to consider before retirement
Credits for Episode 60
Host: Michelle Smalenberger, CFP®
Guest: Trevore Meyer, CFP®
Executive Producer: Anna Lewis
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Financial Design Studio, Inc.
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.