Jun 21, 2021
ESPPs, RSUs, strike prices—these flashy terms can have a major impact on your financial situation, but what do they really mean? This week, James Verzino, managing director of Northwestern Mutual Los Angeles, teams up with wealth advisor and former MedTech rep Daniel Rooney to empower you with clear risk management and investment planning principles. Join us as we discuss ways to start padding the gap between guaranteed earnings and overall earnings so that you’re ready to handle whatever life throws at you.
In this episode, you’ll learn:
Plus, we explore what it means to make the tax code work for—not against—your long-term financial goals.
Resources and links from the show: