Know Better, Do Better Series: Types of Equity Compensation Part 1: RSU, With Lauryn Williams and Chloé Moore

Tuesday, September 28, 2021

Worth Knowing/Know Better. Do Better./Know Better, Do Better Series: Types of Equity Compensation Part 1: RSU, With Lauryn Williams and Chloé Moore

Know Better, Do Better Series: Types of Equity Compensation Part 1: RSU, With Lauryn Williams and Chloé Moore

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CERTIFIED FINANCIAL PLANNER™ professionals, Lauryn Williams and Chloé Moore are back for another “Know Better, Do Better” series born from the countless conversations they have about the trendy narratives and clickbaity articles that make it hard for them to help their clients. They want to help you gain financial confidence and clarity to control your destiny.

In this episode of the series, Lauryn and Chloé begin a three-part series on types of equity compensation, more commonly called “stock options”. Chloe specializes in working with individuals in the tech industry and those who receive equity compensation. There are a few common mistakes she sees people make so she is sharing tips to help you know better so you can do better

In this episode, we discuss:

  • ​What RSUs are and the types of jobs that offer them as equity compensation
  • ​How you receive RSUs from a company
  • ​The importance of understanding the terms and restrictions that may apply
  • ​The tax requirements you need to know about if you receive RSUs
  • ​The difference between RSUs from a public vs private company
  • ​Two questions to ask yourself when deciding if you should hold onto or sell the vested stock
  • ​The common mistakes people make when receiving RSUs and how to avoid making them yourself

If you want to further connect with Chloé Moore:
Instagram: @financialstaples
Twitter: @finstaples
Facebook: @finstaples
LinkedIn: @chloemoore

If you want to further connect with Lauryn Williams at Worth Winning, follow us on social media:

Instagram: @worthwinning
Facebook: @worthwinningfp
LinkedIn: @lauryn-williams


Lauryn Williams

Hi, I'm Lauryn

Certified Financial Planner

Welcome to the Worth Listening podcast and blog where we focus on having positive and productive conversations about money.

Interested in being a guest on our show? Email us today at podcast@worth-winning.com. We'd love to hear from you!

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