In this Australian Finance Podcast episode, your host Owen Rask, Chief Investment Officer at RASK, talks with James O'Reilly, from Northeast Wealth about how to maximise the financial outcomes from your RSUs and ESPP options.
If you like this Australian Finance Podcast episode on maximising your RSUs, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
- What are RSUs? How do they differ from ESPPs?
- Why do RSUs exist and how do they work?
- The inevitable tax complexities that accompany RSUs
- Effectively managing cashflow
- How can I ensure my RSUs help me to achieve my big financial goals?
- Common mistakes made with RSUs
- How you can take action today
Resources for this episode
Northeast Wealth’s free RSU Management spreadsheet:
Https://docs.google.com/spreadsheets/d/1d3KtS73aazJsS2OTj43VHPPG2Yqqsj_h/edit?usp=sharing&ouid=106053867535240111886&rtpof=true&sd=true
Video from James explaining how to use this: https://www.loom.com/share/dc24459682964b24961a2cdf664eccdb
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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