In this episode of Unsolicited, Keith Wilson and Anthony Ruffalo break down the often misunderstood world of RSUs—Restricted Stock Units—and what equity compensation means for executives and employees alike.
We walk through the three key events every RSU holder needs to understand: grant, vest, and pay—and how each impacts your taxes and planning. Then we tackle the big question: Should you sell or hold? The answer, as always, depends on your goals.
Whether you're swimming in stock from a recent vest or just trying to make sense of your latest grant letter, we’ll help you figure out how an RSU fits into your broader financial plan.
No fluff. No sales pitch. Just straight talk. Unsolicited, of course.
How to get in touch with us:
Keith Wilson keith.wilson@lpl.com
Anthony Ruffalo: anthony.ruffalo@lpl.com
check out our websites!
Keith Wilson https://www.wfa-nc.com/
Anthony Ruffalo: https://ruffalowealthmanagement.com/
Our YouTube Channels
Keith Wilson: https://www.youtube.com/@ThatFinancialGuy
Anthony Ruffalo: https://www.youtube.com/@anthonyruffalo2704
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