19. Financial Planning Rules that Everyone With Employer Stock & Options Need to Know with Bruce Brumberg

Oftentimes, there is a significant gap between the information that companies who offer stock based comp to their employees think they are providing versus the amount of information those employees feel that they receive. And this information gap  can make it hard to know which end is up.

In this episode, Malcolm Ethridge is joined with Bruce Brumberg, co-founder and editor in chief of MyStockOptions.com, as they discuss some of the financial planning rules of thumb when it comes to 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 comp.

Bruce discusses: 

  • Setting goals to manage equity comp
  • The importance of learning what happens when you leave your company and telling your family members
  • Exceptions to the standard rule of waiting as long as possible to exercise your stock options
  • The tax bracketing approach to stock options
  • And more

Connect With Bruce Brumberg:

Connect With Malcolm Ethridge:

About Our Guest:

Bruce Brumberg has devoted most of his professional career to making complex legal and tax concepts understandable to people who do not enjoy reading the securities laws or the Internal Revenue Code. In myStockOptions.com, Bruce created the premier source of web-based educational content and tools on stock compensation (stock options, restricted stock, and employee stock purchase plans) for plan participants, financial advisors, and companies. The creation and management of the website combine Bruce’s in-depth understanding of stock plans with his proven ability to present and explain complex legal, financial, human-resource, and compensation topics using innovative techniques.

Disclosures:

The information provided is for educational and informational purposes only, does not constitute investment advice, and should not be relied upon as such. It should not be considered a solicitation to buy or an offer to sell a security. The views expressed in this commentary are subject to change based on market and other conditions. This writing may contain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. Be sure to consult with your tax and legal advisors before taking any action that could have tax consequences. Investments in securities and insurance products are: NOT FDIC-INSURED | NOT BANK-GUARANTEED | MAY LOSE VALUE

Join the Mailing List

Sign up to receive show notes and additional resources from each episode delivered straight to your inbox every Wednesday.

Pin It on Pinterest

Picture of Malcolm Ethridge
Share This