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Podcast: A Holistic Approach To Equity Compensation, And Special Dilemmas Faced By Executives

CFP Geoffrey Zimmerman explains why it is important to see equity awards in the big picture of your life, including your circumstances, values, activities, and goals, before you make any financial-planning decisions with your grants. He also comments on the special planning dilemmas faced by senior executives with stock compensation. This audio recording is a companion to Mr. Zimmerman's articles on the holistic approach to stock comp and special issues for executives in the Financial Planning section of this website.