About this episode

This episode discusses how employees and founders can manage concentrated stock positions and prepare for liquidity events.

If you work at a startup or public tech company and have RSUs, stock options, founder shares, or a potential IPO on the horizon, this episode could save you thousands—or even millions—in taxes. Equity compensation can be one of the fastest paths to building wealth, but it can also lead to costly mistakes if you don't understand the tax implications, liquidity opportunities, and diversification decisions involved. That's why we sat down with Equity for the Win founders CJ Sturmitz and founding investor Toby Johnston to discuss how employees and founders can navigate concentrated stock positions and prepare for major liquidity events. Connect with CJ and Toby Johnston To work with EquityFTW: https://www.biggerpocketsmoney.com/equityftw About EquityFTW: https://www.equityftw.com/about To go beyond the podcast: Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney We believe financial independence is attainable for anyone no…

People in this episode

Host: BiggerPockets Money

Guests: CJ Sturmitz, Toby Johnston

Topics covered

• equity compensation
• tax implications
• liquidity events
• diversification
• startup wealth

Keywords

• RSUs
• stock options
• IPO
• wealth building
• financial independence

Sponsors

EquityFTW

Mentioned in this episode

Organizations: BiggerPockets Money, Equity for the Win

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