Map Your Money
Hosted by Jeff Cone, CFA®, CAIA® and Arish Nurani, CFP®, Map Your Money exists to help simplify your financial journey and guide you towards your goals with confidence. Whether you're starting out or aiming to optimize your investments, our podcast offers actionable advice to empower you at every step. Content is for educational purposes only.
Map Your Money
#33 - Know When to Hold ’Em: A Guide to Company Stock
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BGA Teams
In this episode, Arish and Jeff break down the right way to handle company stock, whether it’s RSUs, ESPPs, or options. They cover when it makes sense to hold, when to sell, how to think about diversification, and the tax and risk factors that come with employer equity. Practical, straightforward advice to help you manage what you’ve earned without overexposing your portfolio.