


What is an Employee Stock Purchase Plan or ESPP
Transcript of What is an Employee Stock Purchase Plan Hi, my name is Tom Lo. I’m with Vested Financial Planning here to help you understand a ESPP. Your ESPP or Employee Stock Purchase Plan is a benefit for many tech employees at publicly traded companies....
What to Do When My IPO Lock-Up Expires?
What to Do When My IPO Lock-Up Expires? Transcript: In this video, I explain three steps to prepare for you IPO lock-up expiring. Hi, I’m Tom Lo with Vested Financial Planning. I’m here to help you answer the question: What should I do when my IPO...
What Should You Do If You Have Too Much Company Stock?
What Should You Do If You Have Too Much Company Stock Transcript: Hi, I’m Tom lo from Vested Financial Planning and I’m here to answer the question “What do I do if I have too much company stock?” So, in four 4 steps Step 1: is to identify if...
Why you shouldn’t hold too much company stock
In this video, I explain the risks of having concentrated company stock. Why you shouldn’t hold too much company stock Transcript Hi, this is Tom Lo from Vested Financial Planning. I’m here today to help you understand why you should care about having too much...