EP 82 "Strategies for Stock Compensation with Joe Forish, CFA, CFP®"

Do you have stock as part of your compensation package? Do you know what to do with it?Joe Forish started Fortrove Partners to help tech founders and tech employees with stock ownershiprelieve stress, uncertainty, and time spent around finances.Stock compensation can be extremely complicated, and you don't have time to figure it out. He works with people who have stock compensation and may not know all the ins and outs about it. Joe collaborates with clients to build confidence, to minimize your tax obligations, and build the lifestyle that you want.He will help you with:1. Not throwing money away2. Reduce your anxiety about money3.Selling options and RSUs at the wrong timeThe list of acronyms for stock compensation is endless: ESPPs, ISOs, and RSUs. Fortrovehelps you handle your stock compensation, employee benefits, and overall financial strategy.From a young age, Joe Forish, CFA, CFP® learned about maximizing hard work and doingwhat you do best while working at his father’s auto shop. He also saw first-hand both therewards and challenges of running a business.Professionally, Joe honed his financial expertise investing in public and private equity.Completing the Harvard Business Analytics Program, with Distinction, has taken his B.S. (fromPenn State University) to a whole new level!Areas of expertise:1. Financial plans for client-specific goals2. Investment management and portfolio management3. Custom financial coachingDon’t forget to sign up for the newsletter to get free financial tips every week.http://eepurl.com/hM5729If you want to ensure that you are on the right financial path, let’s start a conversation.https://calendly.com/fortrove/30-minute-introductory-call?back=1&month=2023-04For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making Decisions