Episode 19 - Financial Planning Rules that Everyone With Stock Options Needs to Know

In this episode, Malcolm Ethridge is joined with Bruce Brumberg, co-founder and editor in chief of MyStockOptions.com, as they discuss some financial planning rules of thumb when it comes to managing stock options. Malcolm and Bruce go deep on some of the more technical factors that plan participants should consider before making decisions regarding their equity compensation.

Malcolm and Bruce also provide guidance around setting goals for the equity you accumulate, the importance of learning what happens when you leave your company and sharing those details with close family members, exceptions to the standard rule of waiting as long as possible to exercise your stock options, and the tax bracketing approach to stock options.

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