The Biggest Mistakes People Make With RSUs and ESPPs

1 month ago
45

Stock comp like RSUs and ESPPs could be your ticket to wealth—or a financial disaster! Don’t diversify your RSUs? You’re risking everything on one stock. Ignore ESPP taxes? You’ll lose thousands. Mismanage it, and your retirement dreams could vanish! Don’t let that happen—sell smart, plan for taxes, and align with your goals! Get all the tips in my full video on stock compensation! Watch it today to save your financial future!

Want more in-depth financial strategies? Subscribe to my Substack where weekly, I break down complex financial strategies into actionable steps you can easily implement in your busy life. My goal? To help you simplify your finances, achieve financial success, and live the life you want.
https://chisholmfinancialplanning.substack.com/

🗓️ Schedule an Introductory Call
https://calendly.com/chisholmjenny/introductory-call

Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.

Copyright © 2025 Chisholm Financial Planning & Investments

Loading 1 comment...