Equity Compensation
RSUs, ISOs, NSOs, and stock options — how to plan around them without paying unnecessary tax.
Equity compensation is one of the most confusing and most consequential areas of personal finance. This series brings together experts on RSUs, stock options, and executive compensation to help you understand what you own and what to do with it.
- 1Ep. 138Feb 6, 2024
Equity Compensation Strategies: Everything You Need to Know With Derek Jess
In this episode, I’m joined by Derek Jess, a Senior Wealth Manager and Shareholder at Plancorp with extensive experience helping individuals make the most of their equity and executive compensation plans.
- 2Ep. 139Feb 13, 2024
Advanced Executive Compensation Strategies With Derek Jess
Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, returns to dive deeper into the nuances of executive compensation.
- 3Ep. 182Dec 11, 2024
Got Stock Options? Don’t Miss These Year-End Tax Moves With Ally Jane Ayers
In this episode of The Long-Term Investor, I’m joined by Ally Jane Ayers, co-founder of Brooklyn FI and GEM, as well as host of The Liquidity Event podcast.
- 4Ep. 230Nov 12, 2025
Year-End Equity Comp Playbook With John Owens
In this episode, I’m joined by John Owens, Managing Partner at Brooklyn Fi, to break down year-end planning for people with equity compensation—RSUs, stock options (ISOs/NQSOs), and ESPPs.
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