• The Ascent with Crestmont Private Wealth - Restricted Stock Units

  • Mar 23 2025
  • Length: 14 mins
  • Podcast

The Ascent with Crestmont Private Wealth - Restricted Stock Units

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  • Summary

  • Welcome to The Ascent by Crestmont Private Wealth with Sam McGee, CEO and owner of Crestmont. This episode delves into the niche topic of executive compensation, specifically restricted stock units (RSUs). Sam explains how RSUs are granted, the typical vesting schedules, and the implications for personal wealth and risk management. He also covers key considerations such as tax withholdings, change of control provisions, and the importance of diversification. Learn to navigate the complex world of RSUs and enhance your wealth creation strategy.

    Visit CrestmontPW.com for more details.

    Host: Sam McGee - MBA, CFA

    Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

    Air Date: March 22nd 2025 as heard on Boerne Radio 103.9FM.

    See omnystudio.com/listener for privacy information.
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