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The Who! What? Podcast

The Who! What? Podcast

By: Owl and Ore LLC
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About this listen

 A financial planner gives insights to the world of personal financial planning, investments and the economy as a whole. Greg Gorski, of Owl & Ore Wealth Planning, brings topics and ideas related to the problems that effect your financial security. Specializing in equity compensation planning for parents, Owl & Ore will discuss subjects related to stock options, exercise and sale strategies, tax strategies and turning an unknown income stream into a life long financial plan. For entertainment purposes only! www.owlandore.comOwl and Ore LLC Economics Personal Finance
Episodes
  • Ep. 5 - What is the Difference Between SARs and RSUs

    Ep. 5 - What is the Difference Between SARs and RSUs
    May 10 2024

    What is a Stock Appreciation Right?

    What is a Restricted Stock Unity?

    Which is better for you if you have the option to chose a combination of both?

    In this episode of the Who! What? Podcast, Greg explains SARs and RSUs and how they differ. They each serve a very different purpose regarding financial planning so the podcasts focuses on exactly what you should consider when choosing between the two options.

    Connect with Owl and Ore Wealth Planning, by visiting owlandore.com or writing to owlandore@owlandore.com
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    21 mins
  • Ep. 4 - What are Incentive Stock Options?

    Ep. 4 - What are Incentive Stock Options?
    Nov 3 2023

    What are the benefits of Incentive Stock Options or (ISOs)? When should shares be exercised? When should they be sold?

    In this episode of the Who! What? Podcast, Greg discusses some of the details of one of the more complex equity compensation plans, ISOs. He provides details to their general make, how they operate, and factors you should consider when taking action on your shares. Greg also reviews online ISO calculators and how useful they are or are not to the average ISO recipient.

    Connect with Owl and Ore Wealth Planning, by visiting owlandore.com or writing to owlandore@owlandore.com
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    21 mins
  • Ep. 3 - What are Employee Stock Purchasing Plans?

    Ep. 3 - What are Employee Stock Purchasing Plans?
    Oct 11 2023

    Should you participate in your Employee Stock Purchasing Plan? How much should you contribute, and when should you sell your shares?

    In this episode of the Who! What? Podcast, Greg discusses how ESPPs work, the general terms you need to know, and what considerations you should make when deciding to hold on to or sell your shares. Greg also gives a tip of the hat to Investopedia and discusses the effects of a potential government shutdown.

    Connect with Owl and Ore Wealth Planning, by visiting owlandore.com or writing to owlandore@owlandore.com
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    22 mins
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