S04 E08: Wealth strategies: the executive's guide to personal finance
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S04 E08: Wealth strategies: the executive's guide to personal finance
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You might assume that all C-suite executives know every detail of their equity compensation package and are fully on top of their long-term financial planning. In fact due to their demanding positions these execs often don’t have the time or mental bandwidth to track every detail and nuance of their equity awards. That’s why providing assistance and support is so important.
Bob Fritz, Head of Executive Advisory at JP Morgan Private Bank joined our Prosperity at Work podcast hosts Chris and Lauren for a wide-ranging conversation.
Among the topics discussed are:
· Guiding executives and helping them decision making
· How ‘three stages’ of an executive career relates to equity compensation and broader financial planning
· The impact equity compensation can have on an executive’s retirement
· Timing issues around stock options
· RSUs or stock options
· How to help executives educate themselves on their equity
Listen now!