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Oct 23, 2020

In today's episode Nicholas Olesen, CFP®, CPWA® wraps up our short podcast series on equity compensation, explaining how to view equity compensation in regard to your financial plan. If you missed the first two, you can listen to the overview episode here: https://bit.ly/33jfjfg and how to diversify, hedge, and reduce...


Oct 12, 2020

In today's episode Nicholas Olesen, CFP®, CPWA® continues our short podcast series on equity compensation, covering what to do once you have received them or are about to receive them. 

During the episode Nicholas shares:

  • The main objectives of equity compensation
  • How quickly investors can become concentrated in...