Retirement Planning with Executive Compensation (as an Oil & Gas Professional)

In this episode of FPO&G, Justin and Jared dissect how retirement planning is impacted by executive compensation.

Should my investment allocation be changed due to the nonqualified stock options, deferred comp, and restricted stock that vest after retirement?

Do Roth conversions still make sense as a retiree in light of my post retirement income?

How do I balance optimizing for taxes while managing the concentrated stock risk of this equity compensation on my balance sheet?

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Brownlee Wealth Management is a fee-only financial planning firm in The Woodlands, TX that provides exceptional advice for a select number of families coming from oil & gas companies.

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Retirement Planning with Executive Compensation (as an Oil & Gas Professional) - Ep. 80