Techie Personal Finance Bootcamp

De-Coding ESPP (Employee Stock Purchase Plans)

October 29, 2019 Season 1 Episode 19
Techie Personal Finance Bootcamp
De-Coding ESPP (Employee Stock Purchase Plans)
Chapters
Techie Personal Finance Bootcamp
De-Coding ESPP (Employee Stock Purchase Plans)
Oct 29, 2019 Season 1 Episode 19
Lucas Casarez CFP®
After listening to this episode you will be excited about increasing your income through your employee stock purchase plan.
Show Notes

I love Employee Stock Purchase Plans. Depending on your employer's ESPP plan, you may be able to increase your annual income by 1% or greater.

Here are a few topics I cover:

  • ESPP Basics
  • ESPP with Look Back Provision
  • ESPP Tax Treatment
  • ESPP Strategies
  • Risks of ESPP

YouTube Video
ESPP Return Calculator
ESPP Strategy Guide w/Cheat Sheet

Fort Collins Fee-Only Financial Planner



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