RSU Planning Explained: The Hidden Concentration Risk for Executives
Автор: PlanningAlpha™: For Executives & Entrepreneurs
Загружено: 2026-01-28
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RSU planning for executives: how to manage restricted stock units, reduce concentration risk, and build long-term wealth.
Most executives treat RSUs like a bonus.
They’re not.
Restricted Stock Units (RSUs) are concentrated stock risk — and if you don’t have a strategy, they can quietly destroy your long-term wealth.
In this video, Alex LaRosa, CFP®, breaks down:
• What RSUs really are
• Why holding vested RSUs creates concentration risk
• How executive compensation ties income and net worth to one company
• The tax implications of RSU vesting
• How to diversify RSUs strategically
• Why RSUs should be treated as a liquidity event
• Smart RSU planning strategies for high earners
If you’re an executive, tech leader, or business owner compensated with equity and want to understand your real exposure — not just your account balance — this video will help you rethink your strategy.
👉 Request a private PlanningAlpha™ Clarity Review:
https://calendly.com/bluebellpwm/15min
Because RSUs don’t make you wealthy.
What you do after they vest does.
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