In this episode, Matt dives into one of the most common forms of equity compensation: Restricted Stock Units (RSUs). If your company just handed you some stock, you may be asking yourself, “What now?” Matt walks through three key questions that will help you move forward with confidence. He also shares practical tips for tracking your vesting schedule and deciding whether to hold or sell your shares.

Here’s some of what we discuss in this episode:

Why setting vesting alerts can prevent missed opportunities

Treat RSUs like cash: Make thoughtful sell-or-hold decisions

Why careful tax planning is needed for RSUs

Capital gains taxes: What you don’t want to overlook

Making RSUs work with your bigger financial plan

0:00 – Intro

1:03 – #1: What to do with your stock?

3:10 – #2: How are taxes handled?

6:38 – #3: How much should I sell/keep?

8:46 – Recap & Final Thoughts

Resources for this episode:

Plan Your Stock Compensation for the Year

Tax Reporting for Stock Compensation

Other Resources

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Essential Financial Guides

5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6wealthadvisors.com/guide/

Stock Compensation Tax Form Checklist: https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/

ESPP: A Comprehensive Guide: https://perspective6wealthadvisors.com/espp-guide/

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