About Employer Stock Programs

About Employer Stock Programs

Investment Strategy

March 4, 2024

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Global Wealth Advisors

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Handcuffing employees to companies often occurs by granting employer stock. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics around non-qualified stock-based compensation, employee stock purchase plans, and margin of safety involved with employer stock programs. They also cover the crypto rally* as well as high-yield savings accounts and why you should consider the tax implications of cash.

Watch it on our YouTube channel.

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Employer Stock

00:00—Intro
01:09—Stock purchase plans
04:51—Tax loss harvesting
05:45—When to sell or diversify
08:24—Employee stock purchase plans

Central Bank Roundup
12:51—PCE number
15:57—Australia and New Zealand

Mailbag

19:53—Crypto*
21:31—High-yield savings account losses

*This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about employer stock options, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY “Ruff”

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