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EPISODE · Feb 28, 2025 · 22 MIN

Using RSUs to Derisk and Fund Your Goals

from The Executive Financial Planning Podcast · host Balanced Wealth Group

Are you holding too much stock in the company that you work for? In this episode, host Matt Daugherty discusses this and other things to consider as you navigate your restricted stock.

What this episode covers

Are you holding too much stock in the company that you work for? In this episode, host Matt Daugherty discusses this and other things to consider as you navigate your restricted stock.

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Using RSUs to Derisk and Fund Your Goals

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Frequently Asked Questions

How long is this episode of The Executive Financial Planning Podcast?

This episode is 22 minutes long.

When was this The Executive Financial Planning Podcast episode published?

This episode was published on February 28, 2025.

What is this episode about?

Are you holding too much stock in the company that you work for? In this episode, host Matt Daugherty discusses this and other things to consider as you navigate your restricted stock.

Can I download this The Executive Financial Planning Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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