PODCAST · business
myStockOptions.com Podcasts
by myStockOptions.com
Podcasts on a variety of equity compensation topics from the experts at myStockOptions.com. Interviews and Q and A sessions with experts on stock options, restricted stock, ESPPs, taxes, financial planning, and more.
Episodes
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myStockOptions.com Podcast - Restricted Stock Units After An Acquisition: Know What Could Happen
NEW! When a company is merging or being acquired, its employees wonder what will happen to their unvested RSUs. In this interview, wealth advisor Kristin McFarland explains the potential outcomes for holders of unvested RSUs and current equity holders in an M&A deal. The interview is a companion…
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myStockOptions.com Podcast - Year-End Tax Planning With Stock Compensation
Understand the core concepts of year-end tax planning for stock options, restricted stock/RSUs, and company stock. Among other issues, you need to weigh the impact of current tax rates against expected tax reforms. This podcast is a companion to our article series on year-end planning for stock...
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myStockOptions.com Podcast - Stock Option Terms: What You Can Expect
NEW! Get a sense of what you should, and should not, expect in the terms of your stock option grant. In this interview, compensation expert Richard Friedman (Ayco Company) discusses trends in vesting schedules, post-termination exercise rules, and other plan features. The interview is a companion...
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myStockOptions.com Podcast - Compliance Concerns That Executives Must Understand To Prevent SEC, IRS, And Corporate Problems
NEW! An often underestimated danger companies face is the risk that an executive or employee may violate corporate, tax, or securities laws. In this interview, compensation expert Richard Friedman (Ayco Company) outlines practices for executives to help them avoid compliance problems, and…
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myStockOptions.com Podcast - Living And Working In Multiple States: Challenges For Mobile Employees In The USA
NEW! Moving between US states, whether to relocate permanently or simply to travel for business, can involve tax complications for people who have stock compensation. In this interview, Deloitte consultant David Johnson presents the issues that you may encounter when you leave your home office…
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myStockOptions.com Podcast - LLCs And Equity Incentive Plans
NEW! Attorney Daniel Janich discusses the types of equity plans that are available to limited liability companies (LLCs), the considerations involved in establishing an equity comp program at an LLC, and the related tax treatment. This interview is a companion to Mr. Janich's two-part article...
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myStockOptions.com Podcast - Stockbrokers' Secrets: Retirement Planning With Stock Compensation
NEW! In this interview, CFP John Barringer discusses planning approaches to stock compensation that can help you build a financially secure nest egg for retirement. This audio recording is a companion to Mr. Barringer's popular article series Stockbrokers' Secrets: Retirement Planning With Stock...
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myStockOptions.com Podcast - Employment Issues With Stock Compensation And Key Stock Plan Documents To Understand
NEW! In this interview, attorney Alisa Baker discusses employment, negotiation, and job-termination issues with equity compensation, the related stock plan documents you must understand, and common mistakes to avoid. This audio recording is a companion to Ms. Baker's article series Negotiating…
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myStockOptions.com Podcast - How To Avoid Mistakes And Create Wealth With Your Stock Options
NEW! Stock options can be very lucrative if handled properly, but there are situations in which people can easily make mistakes with them. In this interview, CFP Paul Palazzo discusses the most common financial-planning errors he sees that involve stock options—and how to avoid those pitfalls.…
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myStockOptions.com Podcast - Stock Option Strategy To Diversify Away Your Company Stock Risk
In this interview, CFP Robert Pyle makes the case for diversifying at least some of your holdings in stock compensation and your company's shares to reduce your investment risk. Because your salary already depends on the company's fortunes, and as you may already own company stock in your 401(k),...
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myStockOptions.com Podcast - Tax-Law Changes: Impacts On Stock Option And Restricted Stock Strategies
CFP Alan Ungar explains the ways in which recent tax-rate increases can affect decisions about when to exercise stock options, when to sell company shares, and how to plan for income from restricted stock/RSU vesting. This audio recording is a companion to Mr. Ungar's article on these topics...
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myStockOptions.com Podcast - Taking An Overseas Assignment: Stock Compensation For Internationally Mobile Employees
For internationally mobile employees, the tax treatment of equity compensation can be extremely complex. In this interview, Deloitte consultant Mark Miller explains the issues that employees should consider when they are preparing to take a job assignment in a foreign country. This audio…
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myStockOptions.com Podcast - How To Maximize The Value Of Stock Compensation While Minimizing Risk
Your stock compensation may be your most valuable investment. Financial advisor William Baldwin explains his approaches to minimizing risk while trying to optimize the value of equity awards. This audio recording is a companion to Mr. Baldwin's articles on his least-regret analysis for equity...
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myStockOptions.com Podcast - How Pre-IPO Stock Compensation May Change Upon The Company's IPO
As privately held companies prepare for their market debuts, they make changes in equity compensation programs. Compensation consultant Ryan Harvey explains some of the shifts you can expect in your stock grants both during the period leading up to your IPO and after your company goes public.…
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myStockOptions.com Podcast - A Holistic Approach To Equity Compensation, And Special Dilemmas Faced By Executives
CFP Geoffrey Zimmerman explains why it is important to see equity awards in the big picture of your life, including your circumstances, values, activities, and goals, before you make any financial-planning decisions with your grants. He also comments on the special planning dilemmas faced by…
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myStockOptions.com Podcast - Hedging Employee Stock Options And Company Stock
Financial advisor Robert Gordon explains some advanced techniques that can be used to hedge employee stock options or concentrated holdings in company stock as a way to reduce investment risk, especially among executives who have significant amounts of compensation tied up in equity awards or...
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myStockOptions.com Podcast - Why Restricted Stock And RSUs Are A Good Deal
Compensation expert Richard Friedman (Ayco Company) explains what makes restricted stock and restricted stock units valuable equity awards. While these types of grants do not have the potential upside of stock options, they offer their own significant benefits. This interview is a companion to…
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myStockOptions.com Podcast - Financial Planning For Stock Compensation
CFP Alan Ungar gives guidance on the best time to exercise stock options, and expresses his strong point of view on what employees should do with shares acquired from restricted stock/RSU vesting. This audio recording is a companion to Mr. Ungar's article series on option exercise strategies.
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myStockOptions.com Podcast - College Funding With Stock Compensation
In this interview, college-funding advisor Troy Onink explains strategies for the use of stock options, restricted stock/RSUs, and other equity awards to pay for the ever-increasing costs of higher education. This audio recording is a companion to Mr. Onink's article series in the College Funding...
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myStockOptions.com Podcast - Your Company Stock: The Importance Of Diversification
CFP Laura Tanner shares her wisdom on investment diversification for employees with holdings of company stock. This audio recording is a companion to Ms. Tanner's article on diversification on the website.
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myStockOptions.com Podcast - What's New For Reporting Stock Sales On Your Tax Return
Get the latest on Form 1099-B, Form 8949, Schedule D, and other tax-return topics involving stock compensation.
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myStockOptions.com Podcast - Basics Of SEC Law & Insider Trading
Bruce Brumberg, the editor-in-chief of myStockOptions.com, explains the securities laws and regulations you need to know to stay out of trouble with the SEC, with a focus on insider trading, 10b5-1 plans, Rule 144, and Section 16.
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myStockOptions.com Podcast - Tax Return Tips & Avoiding Reporting Mistakes
Bruce Brumberg, editor-in-chief of myStockOptions.com, explains tax-return reporting for stock compensation and how to avoid expensive mistakes that attract unwanted IRS attention.
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myStockOptions.com Podcast - Basics Of ESPPs
Bruce Brumberg, editor-in-chief of myStockOptions.com, explains how ESPPs work, including enrollment, offering periods, lookbacks, purchase, and taxation.
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myStockOptions.com Podcast - Basics Of Restricted Stock & Restricted Stock Units
Bruce Brumberg, editor-in-chief of myStockOptions.com, explains how restricted stock and RSUs work, including grant, vesting, sale, and taxation.
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myStockOptions.com Podcast - Basics Of Stock Options
Bruce Brumberg, editor-in-chief of myStockOptions.com, explains how options work and presents the related issues, including exercise, vesting, job termination, and tax reporting.
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Frequently Asked Questions
How many episodes does myStockOptions.com Podcasts have?
myStockOptions.com Podcasts currently has 26 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is myStockOptions.com Podcasts about?
Podcasts on a variety of equity compensation topics from the experts at myStockOptions.com. Interviews and Q and A sessions with experts on stock options, restricted stock, ESPPs, taxes, financial planning, and more.
How often does myStockOptions.com Podcasts release new episodes?
myStockOptions.com Podcasts has 26 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to myStockOptions.com Podcasts?
You can listen to myStockOptions.com Podcasts on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts myStockOptions.com Podcasts?
myStockOptions.com Podcasts is created and hosted by myStockOptions.com.
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