EP 82 "Strategies for Stock Compensation with Joe Forish, CFA, CFP®"

Do you have stock as part of your compensation package? Do you know what to do with it?Joe Forish started Fortrove Partners to help tech founders and tech employees with stock ownershiprelieve stress, uncertainty, and time spent around finances.Stock compensation can be extremely complicated, and you don't have time to figure it out. He works with people who have stock compensation and may not know all the ins and outs about it. Joe collaborates with clients to build confidence, to minimize your tax obligations, and build the lifestyle that you want.He will help you with:1. Not throwing money away2. Reduce your anxiety about money3.Selling options and RSUs at the wrong timeThe list of acronyms for stock compensation is endless: ESPPs, ISOs, and RSUs. Fortrovehelps you handle your stock compensation, employee benefits, and overall financial strategy.From a young age, Joe Forish, CFA, CFP® learned about maximizing hard work and doingwhat you do best while working at his father’s auto shop. He also saw first-hand both therewards and challenges of running a business.Professionally, Joe honed his financial expertise investing in public and private equity.Completing the Harvard Business Analytics Program, with Distinction, has taken his B.S. (fromPenn State University) to a whole new level!Areas of expertise:1. Financial plans for client-specific goals2. Investment management and portfolio management3. Custom financial coachingDon’t forget to sign up for the newsletter to get free financial tips every week.http://eepurl.com/hM5729If you want to ensure that you are on the right financial path, let’s start a conversation.https://calendly.com/fortrove/30-minute-introductory-call?back=1&month=2023-04For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making Decisions

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Your connection with money should be one of the best relationships in your life. Is it? Certified coach and CEO of Limit Free Life, Michelle Perkins breaks down your relationship with money - offering tough love money tips and a money dating plan that focuses on lifting the barriers to success by uncovering underlying money beliefs, illuminating what’s driving money behavior, and paving the way for a better relationship with money and increased wealth. It’s time to take control. Michelle, along with her expert guests, offers insight and understanding from her own career journey that has taken ventures from zero to a Million $$ in five years.We change, the world changes, and our careers can change. Michelle’s mission is to help ambitious, driven entrepreneurs and professionals move into (or better yet, create) work that satisfies the soul, creates the financial prosperity that they need and want, and empowers them to live the life they desire.