Advanced Executive Compensation Strategies With Derek Jess (EP.139)
02/14/24 • 27 min
The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation planning strategies.
Listen now and learn:
- Key strategies for deferred compensation plans
- Advanced strategies for exercising stock options
- The important nuances of establishing a 10b5-1 plan
Be sure to also check out last week’s episode with Derek about Equity Compensation Strategies: Everything You Need to Know.
[02:00] Advanced Deferred Compensation Planning Strategies
[11:35] Advanced Strategies for Exercising Stock Options
[16:20] Understanding AMT Planning for Incentive Stock Options
[21:25] The Importance of Setting a 10b5-1 Plan
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation planning strategies.
Listen now and learn:
- Key strategies for deferred compensation plans
- Advanced strategies for exercising stock options
- The important nuances of establishing a 10b5-1 plan
Be sure to also check out last week’s episode with Derek about Equity Compensation Strategies: Everything You Need to Know.
[02:00] Advanced Deferred Compensation Planning Strategies
[11:35] Advanced Strategies for Exercising Stock Options
[16:20] Understanding AMT Planning for Incentive Stock Options
[21:25] The Importance of Setting a 10b5-1 Plan
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Previous Episode
Equity Compensation Strategies: Everything You Need to Know With Derek Jess (EP.138)
Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, shares his vast knowledge of integrating equity and executive compensation into comprehensive financial planning strategies.
Listen now and learn:
- The essential considerations and tax implications for incorporating equity compensation into your financial plan
- Unique risks faced by employees with large company stock positions
- A systematic approach to managing company stock
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
[2:17] Understanding Deferred Compensation
[3:43] Equity Compensation and Vesting Schedules
[6:01] Restricted Stock vs. Stock Options
[9:21] Tax Implications of Stock Options
[14:05] Employee Stock Purchase Plans
[17:36] Concentrated Stock Positions and Risks
[21:05] Integrating Company Stock in Financial Planning
[33:06] A Systematic Approach to Managing Company Stock
Next Episode
5 Reasons You Need a Financial Plan That Have Nothing to Do With Money (EP.140)
You need money for everything, but money isn’t everything. That’s why there are a number of non- financial reasons you ought to embrace financial planning.
Listen now and learn:
- How blueprinting your life goes beyond a budget
- How financial planning can strengthen your bond with loved ones
- How a financial plan turns time from a fleeting resource into a strategic asset
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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