Episode 18 - The Importance of Diversification When Managing Your Employer Stock & Options

In this episode, Malcolm Ethridge sits down with Bill Dillhoefer, CEO of Net Worth Strategies Inc, as they discuss the importance of diversification when managing employer stock and options. Bill describes his company’s StockOpter software, and the ways it helps financial planning professionals make decisions on behalf of clients who are paid in equity.

Malcolm and Bill dig into the information gap between employers and their employees who are paid in equity and why it exists, the importance of reviewing and understanding your equity grants and plan document(s), what forfeiture value is and why you need to understand it, and how to set a strategy to diversify a concentrated equity position over time.

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