What to do with RSU’s
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What to do with RSU’s
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🎓💸 Got RSUs and college-bound kids?
Then you might be playing a dangerous game of financial Jenga — and Uncle Sam is just waiting to topple your tower.
In my latest video, I break down two real-life families navigating college costs, RSUs, and the ever-persistent tax goblin that shows up uninvited (and never brings snacks).
👨👩👦 The Daltons? College bills are now.
👶 The Simmons? Planning way ahead.
Different stages. Different strategies. One simple truth: planning always wins.
And yes — in the spirit of Law & Order — the stories are real, but the names have been changed to protect the innocent (and the occasionally tax-confused).
If you’ve got RSUs vesting and aren’t sure whether to sell, hold, or hide…
Watch this before you let the tax tail wag your financial dog.
📦 Bonus: I explain RSUs in plain English — no CPA required.
🎥 Watch the full video or catch the podcast version — your future self (and your accountant) will thank you.
#FinancialPlanning #RSUs #CollegePlanning #TaxStrategy #SmartMoneyMoves #FinancialAdvisor #HighIncomeFamilies #DunDun