What is a Stock Appreciation Right?

What is a Restricted Stock Unity?

Which is better for you if you have the option to chose a combination of both?

In this episode of the Who! What? Podcast, Greg explains SARs and RSUs and how they differ. They each serve a very different purpose regarding financial planning so the podcasts focuses on exactly what you should consider when choosing between the two options.

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

What are the benefits of Incentive Stock Options or (ISOs)? When should shares be exercised? When should they be sold?

In this episode of the Who! What? Podcast, Greg discusses some of the details of one of the more complex equity compensation plans, ISOs. He provides details to their general make, how they operate, and factors you should consider when taking action on your shares. Greg also reviews online ISO calculators and how useful they are or are not to the average ISO recipient.

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

Should you participate in your Employee Stock Purchasing Plan? How much should you contribute, and when should you sell your shares?

In this episode of the Who! What? Podcast, Greg discusses how ESPPs work, the general terms you need to know, and what considerations you should make when deciding to hold on to or sell your shares. Greg also gives a tip of the hat to Investopedia and discusses the effects of a potential government shutdown.

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

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

In the premier episode of the Who! What? Podcast, we are introduced to Greg Gorski and Owl and Ore Wealth Planning. New listeners can check out this podcast before exploring other episodes to learn all about the firm, who the firm works with and the goal of this podcast and future episodes.