Nazz Spurio, CFP® Talks ESPPs and RSUs on The Advisor District Podcast
We’re excited to share that our very own Nazz Spurio was recently featured on The Advisor District podcast, where he dove into the important topic of equity compensation—specifically, Employee Stock Purchase Plans (ESPPs) and Restricted Stock Units (RSUs).
In today’s workplace, equity compensation has become an increasingly common way for companies to attract and retain talent. But while ESPPs and RSUs can be powerful wealth-building tools, they also bring unique tax implications and planning challenges that employees need to understand. During the conversation, Nazz shared how thoughtful planning around these benefits can make a significant impact on an individual’s overall financial strategy.
On the podcast, he discussed:
The key differences between RSUs and ESPPs
How to evaluate participation in an ESPP program
Tax considerations to keep in mind with both forms of compensation
Strategies for aligning equity compensation with long-term financial goals
We’re proud to see Nazz representing Pillar Wealth Partners and bringing clarity to a topic that so many professionals encounter but often find confusing. His insights reflect our team’s ongoing mission: to help clients make informed decisions that support their financial futures.
If you’re curious about how RSUs or ESPPs might fit into your financial picture, this episode is a must-listen.
🎧 Tune in to the full conversation here:
