Planning Around Stock Compensation: Taxes, Timing, and Down Markets with Emily M. Harper, CFP®

If stock-based compensation is a major part of your wealth portfolio, down markets can be stressful. In this episode, Jessica Gibbs, CFP® and Emily M. Harper, CFP®, break down how to approach equity compensation, even when the markets are rocky.

From tax planning to direct indexing and long-term diversification, they explore some ideas that can potentially reduce risk and create opportunities. Strategies like mapping out your vesting schedule and cash needs can keep you focused and on track during market swings.

If you're an executive with stock compensation, this conversation will help you understand how to make informed decisions and respond with intention, instead of emotion.

Resources Mentioned in the Episode:

What is Direct Indexing and How Does it Work? with Pat McStay

Top Executive Compensation Strategies You Should Know with Laura Balser

Please see important podcast disclosure information at https://monumentwealthmanagement.com/

Episode Timeline/Key Highlights:

0:00 Important Disclosure

1:00 Introduction to Stock-Based Compensation

1:40 Common Mistakes for Building Wealth Through Stock Compensation

2:40 Common Risk Mentalities of Executives

5:26 Assessing Concentration Risk

9:00 Building a Sell Strategy

15:40 Market Volatility and Stock Comp

22:00 Episode Wrap-Up and Resources

23:20 Important Disclosure

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About "Off the Wall":

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.

Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.