The 5 Steps To Retirement Podcast
The 5 Steps to Retirement Planning Podcast helps professionals and executives make smarter financial decisions using a holistic approach to retirement planning. Each episode explores five key pillars: Investment Planning, Tax Planning, Financial Planning, Estate Planning, and Lifestyle Planning. It addresses complex questions about managing restricted stock, stock options, tax-efficient investing, and when one can realistically retire. The podcast is especially valuable for pre-retirees, tech executives, professionals, job changers, small business owners, and individuals receiving equity compensation.
Episodes
From RSUs to Retirement: Smart Planning for Circle employees
Restricted stock units (RSUs) can be one of the most valuable — and misunderstood — parts of your compensation.In this episode, we break down how professionals can turn equity compensation into long-term financial success using a 5-step retirement planning framework: Investment Planning, Tax Planning, Financial Planning, Estate Planning & Lifestyle PlanningIf you work at a fast-growing company
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