You can invest in your company stock in several ways, whether you are working for a publicly traded corporation or even a privately owned company.  

And who wouldn’t want to have ownership in the company you have your sweat equity with?  

However, there are tax implications and investment risks you must weigh before moving forward with doing so.  And even if/when you decide to invest in your company’s stock, you must have a plan and process to ensure you are not taking on unnecessary risk.  


In this episode, we’ll cover:

  • the different ways you can invest in your company stock
  • the tax implications of each strategy 
  • we’ll cover why investors are often so concentrated in their own company’s stock
  • and we’ll talk about some planning strategies along the way to help reduce unnecessary risk



Links referenced throughout this episode:



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This is for general education purposes only and should not be considered as tax, legal or investment advice.