Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, shares his vast knowledge of integrating equity and executive compensation into comprehensive financial planning strategies.  

Listen now and learn:

• The essential considerations and tax implications for incorporating equity compensation into your financial plan

• Unique risks faced by employees with large company stock positions

• A systematic approach to managing company stock

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

[2:17] Understanding Deferred Compensation

[3:43] Equity Compensation and Vesting Schedules

[6:01] Restricted Stock vs. Stock Options

[9:21] Tax Implications of Stock Options

[14:05] Employee Stock Purchase Plans

[17:36] Concentrated Stock Positions and Risks

[21:05] Integrating Company Stock in Financial Planning

[33:06] A Systematic Approach to Managing Company Stock