#22: You got company stock! Now what?

Jan 14, 2022

Meg Bartelt, founder of Flow Financial Planning, joins us to discuss a method for weaving employer stock into personal financial planning.

• Trends in employer stock plans
• What are you actually getting from your employer?
• The simplest way to get your head around buy/sell decisions
• What type of analysis is most useful? 
• Using employer stock to fulfill your personal goals