Quick Takes—Protecting Your Wealth

We’ve covered why equity compensation should be part of your financial plan. But the strongest plans address how to protect equity. Amy outlines three common scenarios that put participants at risk of losing the wealth they’ve worked hard to gain—and of course, how to avoid them.

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Equity compensation is notoriously complex for both participants and stock plan administrators. Amy Reback, Vice President of Stock Plan Services at Charles Schwab, talks candidly with guests from the stock plan world to untangle how it all works, so you can make more empowered decisions. Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options. (0121-0YBG).