Demystifying Stock Options | Episode 8

Complete Wealth Management With Dave Alison

In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisor and tax expert David Roth, CFP, EA, as they demystify the world of stock options.
Delve into the intricate details of incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), and performance stock units (PSUs).
Gain invaluable insights into the benefits, tax implications, and strategic approaches for each type of stock option.
Whether you're a seasoned investor or new to the financial landscape, this episode offers practical advice and expert perspectives to help you make informed decisions and unlock the potential of your stock-based compensation.
Tune in and equip yourself with the knowledge you need to navigate the realm of stock options successfully. Your financial success starts here!
To book a call with Dave Alison to learn more about how the team at Alison Wealth can help you, please click here: https://calendly.com/dave-alison/intro
For more episodes of our podcast, visit:
https://alisonwealth.com/resources/the-complete-wealth-management-podcast
To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.
Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Kapitler

1. Demystifying Stock Options | Episode 8 (00:00:00)

2. Alison Wealth entry into stock option planning (00:00:30)

3. Equity grants of start-ups vs big tech (00:05:27)

4. Overview on types of stock options (00:09:00)

5. Incentive Stock Options (00:13:07)

6. Biggest mistakes with ISOs (00:26:50)

7. Non Qualified Stock Options (00:28:39)

8. 83b IRS Election (00:29:47)

9. Restricted Stock Units (RSUs) (00:32:05)

10. Concentration vs Diversification (00:36:03)

11. Words of Wisdom (00:41:00)