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Equity Compensation: Are You Taking Too Much Risk? episode artwork

EPISODE · Jul 9, 2026 · 20 MIN

Equity Compensation: Are You Taking Too Much Risk?

from Well... It Depends! · host John G. Ullman & Associates, Inc.

“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle are joined by Jason Nickerson, CFP®, EA, President and CEO of John G. Ullman & Associates, to discuss one of the most complex areas of financial planning: equity compensation. As markets reach new highs, many employees may find themselves holding a significant amount of company stock through equity compensation programs. But owning a concentrated position in the company you work for creates unique planning considerations—especially when your income, benefits, and investments may all be tied to the […]

Episode metadata supplied by the publisher feed · Published Jul 9, 2026

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Equity Compensation: Are You Taking Too Much Risk?

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