Latest / The Executive Financial Planning Podcast
S1E4 - Your ESPP Might Be the Best Asset You Own — So Why Won't Your Advisor Touch It?
Your advisor keeps telling you to skip your ESPP plan at open enrollment… Which can be a costly mistake. In episode four of our series, Matt admits he spent years steering clients away from Employee Stock Purchase Plans, until he did the math. Between the 15% discount and the look-back provision, a flat or falling stock can still hand you a near-17% built in rate or return. Learn the buy-and-sell-immediately strategy that erases concentration risk, the tax traps that quietly eat your gains, and why this might be the best asset you’re not using.Take the 2-minute quiz at ChooseBalance.com to…
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