RSUs, ESPPs & Options: Keep, Sell, or Convert?

Sitting on a pile of company stock and not sure what to do with it? Jake and Cory unpack the four biggest pitfalls employees face with RSUs, ESPPs, and stock options—from tax confusion to emotional attachment—and share a simple framework to help you make more informed decisions. With real-life stories, practical strategies, and a dose of myth-busting, this episode will help you turn your equity compensation into a powerful part of your retirement plan. --------------- Subscribe to our weekly newsletter: https://bit.ly/43RcVve   Contact our team: https://bit.ly/43wksOJ   Order Jake's Amazon best selling book 'Retiring Right': https://bit.ly/4mD2EKw    --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #rsus #stockoptions #equitycompensation #financialplanning #retirementplanning #wealthmanagement #employeestock #investingstrategy #taxplanning #uptickspodcast