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Nov 14, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® shares what considerations and questions you need to ask when offered a new job.

With so many of our clients receiving great new job offers in this tight job market, we have having a lot of great conversations and doing a lot of analysis to help our clients gain clarity...


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...


Sep 30, 2020

In today's episode Nicholas Olesen begins a short series on equity compensation. These plans continue to become more and more popular in both private and public companies and therefore a very important part of compensation to understand.

During the episode Nicholas shares:

  • What is equity compensation?
  • Why has it become...