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Purposeful Planning with Aspen Wealth Management

Aspen Wealth Management

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Equity Compensation and Your Financial Plan

• 3 min

"Equity Compensation and Your Financial Plan" dives into the complex world of stock options and stock units within the landscape of equity compensation. This episode of "Purposeful Planning" guides listeners through the stages of a professional career, from the early years of accumulation to the considerations for retirement, addressing the critical aspects of taxation and diversification. Join us as we navigate the nuances of making equity compensation work for you, ensuring it aligns seamlessly with your broader financial objectives.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.   Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

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