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Financial Parity Planning with BDO’s Terry Adamson

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Manage episode 285839866 series 2879247
Innhold levert av SFG Wealth Planning. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av SFG Wealth Planning eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

When an executive is presented with an advanced role at another organization, they have various opportunities they need to compare. The focus shouldn't be on short-term, but long-term wealth creation not overlooking the financial implications of leaving money on the table. What would the new company need to offer to augment what they already have? Financial parity planning is the intricate process of comparing the complexities of the current grants and what the new company will offer for the purpose of helping the executive meet and exceed their personal financial goals.

  continue reading

12 episoder

Artwork
iconDel
 
Manage episode 285839866 series 2879247
Innhold levert av SFG Wealth Planning. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av SFG Wealth Planning eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

When an executive is presented with an advanced role at another organization, they have various opportunities they need to compare. The focus shouldn't be on short-term, but long-term wealth creation not overlooking the financial implications of leaving money on the table. What would the new company need to offer to augment what they already have? Financial parity planning is the intricate process of comparing the complexities of the current grants and what the new company will offer for the purpose of helping the executive meet and exceed their personal financial goals.

  continue reading

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