With all the recent news surrounding Employee Stock Ownership Plans (ESOPs) and retirement planning, we know many employees are wondering how to make the most of their ESOP and avoid common mistakes.
To address these concerns, Paul Roldan has created a short video discussing:
- The basics of ESOPs and how they work
- The dangers of over-concentrating your portfolio in company stock
- What to do when you retire, leave your job, or your company is acquired
- The importance of working with a financial advisor to navigate ESOP decisions
While ESOP mistakes can be costly, having a solid understanding of your plan is key. Watch the video now to gain insights on how to make the most of your ESOP and position yourself for a stable retirement.
