Your Guide to Stock Options: ESPPs, RSUs, and ISOs

Whether you’ve got access to an ESPP (Employee Stock Purchase Program) at work and aren’t sure if it’s worth your time, or your new offer includes compensation via RSUs and ISOs, this week is dedicated to you. Strap in for a ride through Jargonarnia. This week, I welcomed James Conole and Scott Frank—hosts of Real Personal Finance and holders of the prestigious CFP and CFA designations—to the show to help me break down this complicated world. They had some excellent tips that you won’t want to miss. For example, pretend your RSUs are cash—would you use a cash bonus to buy company stock? If not, sell ’em. Let's get into it. Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie. Start your return by 3/20 to get tax assistance included for free. Learn more about our sponsor, Betterment: https://www.betterment.com/moneywithk... To learn more about our sponsor, Droplette, visit droplette.io and use promo code MONEYWITHKATIE for 50% off - Read Money with Katie: https://moneywithkatie.com/ Follow Money with Katie! Instagram -   / moneywithkatie   Twitter -   / moneywithkatie   TikTok -   / moneywithkatie   #moneywithkatie #compensation #ESPPs #ESP #rsu #iso #stocks #employeestock