Exciting News: I’m Launching a YouTube Channel!
I’m thrilled to announce something I’ve been working on behind the scenes—the launch of my YouTube channel!
As a financial planner specializing in equity compensation, I’ve seen firsthand how confusing and overwhelming stock options, RSUs, and ESPPs can be. The unfortunate truth? Most companies don’t provide enough education, leaving employees to figure it out on their own. That’s where my new channel comes in.
Why I’m Launching This Channel
Managing your equity compensation isn’t just about picking the right moment to sell stock—it’s about making smart, informed decisions that align with your long-term financial goals. Yet, too often, I see people:
❌ Paying way more in taxes than necessary
❌ Holding stock without a strategy (and taking on unnecessary risk)
❌ Feeling lost when it comes to RSUs, ISOs, NSOs, and ESPPs
I want to change that. This channel will be a one-stop resource to help you maximize your equity compensation, reduce taxes, and make confident financial decisions.
What You’ll Learn
On my YouTube channel, I’ll cover topics like:
✅ How to avoid the biggest tax mistakes with RSUs & stock options
✅ The difference between NSOs and ISOs (and why it matters)
✅ How to decide whether to hold or sell your company stock
✅ How to create a financial plan that aligns with your goals
And much more!
Who Is This Channel For?
Whether you’re:
✔️ An employee receiving stock options for the first time
✔️ A professional with equity comp who wants better tax strategies
✔️ A financial advisor looking to level up your equity compensation knowledge
There’s something here for you.
Check Out the First Video!
To kick things off, I have a handful of videos already posted, ranging in topics from RSUs to Stock Options to Taxes.
🎥 Watch the launch video here: https://youtu.be/SffZkuwq6sU
If you’ve ever felt confused or overwhelmed by your equity compensation, this channel is for you.
👉 Subscribe now and let me know in the comments what topics you’d like me to cover next!
Let’s make sure your equity compensation is working for you—not against you.