Simple Wealth Management Solutions for Corporate Executives | The Informed Investor 63
The episode walks through the planning issues that come with executive pay packages, including equity concentration and the tax and cash-flow questions around bonus and stock compensation. It also covers the transition to retirement income, which advisors are often asked to model for clients leaving senior roles.
Summary
By the retirement & income deskEpisode 63 of Dimensional's The Informed Investor features Michelle Rozsypal, a principal and advisor at JMG Financial Group, talking with Dimensional's Mark Gochnour about how she works with corporate executives on their finances. The conversation covers pay and equity compensation, cash flow and liquidity, concentration in company stock, and planning for executives approaching retirement. Later segments address replicating a paycheck in retirement, client worries about markets, when to bring family into planning, gifting and trusts, retirement savings plans, and relocation and spending.
- Rozsypal says executives still worry about inflation, interest rates and market hype, and often need reassurance that their plan is sound.
- The discussion covers compensation, cash flow and liquidity for newly appointed executives.
- It contrasts diversification with concentration in company stock.
- Segments address replicating a paycheck in retirement, involving family in wealth planning, gifting and trusts, use of retirement savings plans, and relocation and spending.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Intro | 2 min | |
| Financial planning for new corporate executives | 1 min | |
| Compensation, cash flow, and liquidity | 2 min | |
| Diversification versus concentration in company stock | 2 min | |
| Coaching executives approaching retirement | 3 min | |
| Replicating a paycheck in retirement | 1 min | |
| Worrying about money and markets | 1 min | |
| When to involve family in wealth planning | 3 min | |
| Gifting and trusts | 1 min | |
| Proper use of retirement savings plans | 1 min | |
| Relocation considerations and spending | 2 min |
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