Latest / Your Life Simplified: A Financial & Wealth Management Podcast
You're ready for your equity to pay off | Your Life Simplified
Whitney Reagan sits down with Mariner's Steve Moyer to tackle the complex world of equity compensation—an "alphabet soup" of NQs, RSUs and ISOs that often leaves employees feeling overwhelmed. In this episode, Steve demystifies these diverse award types, offering clear guidance on how to move from simple investing to sophisticated, long-term wealth planning. Discover the essential steps to take when managing your equity, including how to take proper inventory of your awards, why proactive planning beats reactive decision-making and how to avoid letting the "tax tail wag the dog." Steve also…
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