• Ep. 2 - Is Equity Compensation Income or an Investment?

  • Sep 26 2023
  • Length: 17 mins
  • Podcast

Ep. 2 - Is Equity Compensation Income or an Investment?

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  • Summary

  • When you you receive equity compensation you are receiving the opportunity to invest in the company your work for, either by receiving shares directly, or by being given the opportunity to purchase shares at a below market rate. But what should you do with shares after they are received? Have you been given an additional source of income, or a chance to participate in company success?

    This episode of the Who! What? Podcast, Greg discusses his philosophy about how to view equity compensation, and factor your package into your financial plan. Then he considers how well a Reddit thread gives similar advice.

    Connect with Owl and Ore Wealth Planning, by visiting owlandore.com or writing to owlandore@owlandore.com
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