Are your RSUs a golden ticket to financial freedom or just a confusing piece of your compensation package? This week, we demystify Restricted Stock Units and show you how to turn them into a powerful wealth-building tool. Learn how to navigate vesting schedules, understand the tax implications, and develop a smart strategy for managing your RSUs. Don't leave Money on the table – tune in and unlock the potential of your equity compensation.
This episode is on YouTube: https://youtu.be/KfX1rEcPwGs
Send us a text
Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram
Daniel’s grandmother helped him buy his first shares of Coca Cola when he was just eight years old, igniting a lifelong interest in investing. A graduate with a degree in Finance from the University of Maryland’s Smith School of Business, Daniel chose a career in financial services to apply his passion for investing and strategic planning. Daniel possesses expertise in insurance planning, especially as it relates to life insurance and annuity contracts. Daniel’s background in the insurance industry makes him particularly adept at analyzing existing policies and evaluating new proposals.
In 2016, Daniel co-founded Crooked Crab Brewing Company, a craft brewery located in Odenton, MD. The experience of planning, financing and operating a company makes him an informed planner for business owners.
Daniel lives in Maryland with his wife, daughter and a rambunctious hound dog who shows no signs of aging. He plays guitar in his free time and will always take time to talk about music with whomever will listen.