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Taking Stock of Employee Stock Options

Tyler and Jordan discuss employee stock options and restricted stock units. These are types of equity compensation granted by companies to their employees. Rather than giving shares today these shares typically vest over time, incentivizing an employee to stay with the company. This type of compensation has unique tax considerations and can also bring in additional risk to financial planning. Tyler and Jordan discuss some different ways to think about this concentration risk.


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Tyler and Chuck discuss the recently passed SECURE 2.0 Act by congress and some of its benefits for retirement savers. Some key takeaways include, Required Minimum Distribution (RMD) age increasing to

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