Special guest Meg Bartelt, CFP®, founder of Flow Financial Planning, joins us to discuss a method for integrating employer equity compensation into personal financial planning. Listen to learn more about:
  • Trends in employer stock plans
  • What are you actually getting from your employer?
  • The simplest way to get your head around buy/sell decisions
  • What type of analysis is most useful?
  • Using equity compensation to fulfill your personal goals

Featured in this Podcast:

Kevin X. Smith, CFA
Manisha Gupta, MBA