MNice Investor Goes To College

Host Mark Struthers CFA CFP® will give you tips and strategies to build wealth on your terms. Mark is a father; he knows how important balance is in our lives. Mark’s focus for the podcast is to give you the tools for well-balanced wealth building, realizing we all have goals beyond making money. Wealth has a different meaning for everyone.

Shownotes:

Takeaways

– More companies are giving employees a choice between NSOs (Non-Qualified Stock Options) and RSUs (Restricted Stock Units).
– There is no right or wrong choice. It is about understanding the pros and cons of each and how they fit with your goals, risk tolerance, and personal financial profile.
– RSUs are easier to understand, manage, and most often considered less risky, with less downside.
– NSOs are more complex, harder to manage, and riskier, with more downside.
– Generally, you will receive more NSOs than RSUs.
– It is often helpful to breakout your considerations into tax and investment issues.

Rest of blog post:

https://www.sonawealthadvisors.com/nsos-non-qualified-stock-options-vs-rsus-restricted-stock-units/

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Mark Struthers

www.SonaWealthAdvisors.com

Chanhassen, MN 55317

The Architecture of Wealth Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.