The Complete Wealth Management Podcast

Complete Wealth Management Podcast

In the Complete Wealth Management podcast, Dave Alison, CFP®, EA, BPC, President | Founding Partner of Prosperity Capital Advisors, invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have fun discussing lifestyle, travel, tech, and unique experiences to improve life!

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In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisor and tax expert David Roth, CFP, EA, as they demystify the world of stock options.

Delve into the intricate details of incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), and performance stock units (PSUs).

Gain invaluable insights into the benefits, tax implications, and strategic approaches for each type of stock option.

Whether you’re a seasoned investor or new to the financial landscape, this episode offers practical advice and expert perspectives to help you make informed decisions and unlock the potential of your stock-based compensation.

Tune in and equip yourself with the knowledge you need to navigate the realm of stock options successfully. Your financial success starts here!