The Wealth Playbook
Russell Doup, CFPA curated weekly framework for high-earning families to explore strategies and reflect on wealth, career, and legacy.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 64 | Last Issue | 4 days ago | Active |
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Before You Click Enroll: Your ESPP Checklist
ESPP, part four of four.
We started with a store that sells $100 bills for $85. Then a gas station that charges you the lower of two prices. Then the fork in the road when you sell.
Here's the finish line. Enrollment windows are opening,...
The RSU Choice Nobody Tells You You're Making
If your company has a scheduled settlement date for RSUs, or recently moved from a structure where shares only convert at a liquidity event to one where they settle on a set calendar, there's a decision window most people never notice until...
The Fork in the Road: What Happens When You Sell Your ESPP Shares
ESPP Month, part three of four.
You bought the shares. You got the discount, maybe even the lookback bonus from a couple weeks ago. Now you are staring at a sell button, and here is the part nobody warns you about.
The moment you click se...
The ESPP Feature That Works Like a Time Machine
ESPP Month, part two of four.
Think about gas prices. They go up, they go down, sometimes a lot, sometimes in the same month.
Now imagine a gas station with a strange rule. Every time you fill up, it checks the price from six months ago a...
What an ESPP Actually Is (And Why It Might Be Free Money)
ESPP Month, part one of four.
Imagine a store that sells $100 bills for $85.
No catch on the price. Real $100 bills, $85 each. There would be a line around the block, right?
Here is the strange part. Millions of people work at companies...
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