Your equity compensation can have an outsized impact on your overall portfolio, so it is key to set your strategy ahead of time and find tools that will help you stick to your plan to diversify.

In this episode, Malcolm Ethridge sits down with Bill Dillhoefer, CEO of Net Worth Strategies Inc, as they discuss the importance of diversification when managing employer stock and options. Bill introduces his platform, StockOpter.com, and how it helps financial planning professionals make decisions on behalf of clients who are paid in equity.

Bill Dillhoefer discusses: 

• The information gap between employers and their employees who are paid in equity, and why it exists
• The importance of reviewing and understanding the grant document
• Forfeiture value and why you need to understand it
• How concentration risk impacts your employer stocks and options
• How to set a strategy to diversify a concentrated equity position 
• And more

Resources

• How Much is Too Much When It Comes to Owning Stock in the Company You Work For?

Connect With Bill Dillhoefer:

• stockopter@networthstrategies.com 
• (541) 383-3899
• Net Worth Strategies Inc.
• LinkedIn: Bill Dillhoefer
• LinkedIn: Net Worth Strategies Inc.

Connect With Malcolm Ethridge:

• Contact Malcolm
• MalcolmEthridge.com
• LinkedIn: Malcolm Ethridge
• podcast@tech-money.com
• @MalcolmOnMoney

About Our Guest:

The president and CEO of Net Worth Strategies, Bill DIllhoefer has been with the firm since 2000 and became its CEO in January 2018. His firm provides professional equity compensation risk analysis and tax planning tools. Bill is responsible for all business and product development activities for their industry acclaimed “StockOpter” platforms. His goal is to help advisors and their clients make timely, informed, and profitable company stock and option decisions.

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Navigating the world of equity compensation can be intimidating, but it doesn’t have to. As a participant in an equity compensation plan, a good place to start is by getting acquainted with your plan document and its various terms and conditions.

In this episode, Malcolm Ethridge is joined by Amy Reback, head of Charles Schwab stock plan services, as they discuss the basics of equity compensation. Amy shares rules of thumb and other helpful information that every plan participant needs to know about their equity compensation.

Amy discusses: 

• The recent trend of more companies offering stock plans to their employees
• The employer versus the employee when it comes to stock equity
• How the employee stock purchase plans works and how it differs from other stock plans
• Recommendations stock participants should be following
• And more

Connect With Amy Reback:

• Charles Schwab
• LinkedIn: Amy Reback

Connect With Malcolm Ethridge  

• Contact Malcolm
• MalcolmEthridge.com
• LinkedIn: Malcolm Ethridge
• podcast@tech-money.com
• @MalcolmOnMoney

About Our Guest:

As Vice President and General Manager of Stock Plan Services, Amy is personally committed to helping ensure client satisfaction. Charles Schwab’s goal is to help stock plan sponsors generate employee pride about being invested in their company. By providing flexible support for employee stock purchase plans and equity awards, the team at Schwab is dedicated to meeting the needs of our plans sponsor clients by offering a range of plan options. 

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