Prosperity at Work
Prosperity at Work is the podcast from J.P. Morgan Workplace Solutions, where you can learn about equity compensation, financial wellness and more. In each episode, our hosts Chris Dohrmann and Lauren Jenkins take a deep dive into the topics that matter, joined by a variety of industry professionals and expert voices to deliver sharp insights and the wisdom of experience.
Please note: This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. J.P. Morgan Workplace Solutions’ Insights and the Prosperity at Work podcast are not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.
Prosperity at Work
S04 E08: Wealth strategies: the executive's guide to personal finance
You might assume that all C-suite executives know every detail of their equity compensation package and are fully on top of their long-term financial planning. In fact due to their demanding positions these execs often don’t have the time or mental bandwidth to track every detail and nuance of their equity awards. That’s why providing assistance and support is so important.
Bob Fritz, Head of Executive Advisory at JP Morgan Private Bank joined our Prosperity at Work podcast hosts Chris and Lauren for a wide-ranging conversation.
Among the topics discussed are:
· Guiding executives and helping them decision making
· How ‘three stages’ of an executive career relates to equity compensation and broader financial planning
· The impact equity compensation can have on an executive’s retirement
· Timing issues around stock options
· RSUs or stock options
· How to help executives educate themselves on their equity
Listen now!