Host John Chapman of the John Chapman Show talks to listeners about the different levels of job changes and the impact on your company stock and equity that can occur. John goes over four different job stages: the new job, the job promotion, the job transition, and the job elimination. He also provides hypothetical workplace situations to enable you to visualize how stock options get impacted and possible action plans to take.  Episode Highlights:         John Chapman introduces the show topic of job changes and managing equity.           Don’t worry about what is not within your control.           What should you do when you get a new job?         When you get a job promotion at your company, what adjustments should you make?          Be aware of the concentration of risk and the financial fluctuations of your company stock.          How can job transitions affect an employee’s company stock and equity?           In what ways can your company stock and equity get altered by a job elimination?    3 Key Points:   When you start a new job you should find a mentor, schedule a call with HR and benefits department, and get in touch with the financial custodian.    Coordinate with a financial planner about how you are allocating dollars to short-term and long-term goals.    The different types of job transitions include mergers, acquisitions, and a take private.    Tweetable Quotes:     “‘I want to remind everyone, myself included, about staying focused on those things that are within our control, as opposed to the things that are outside of our control.”– John Chapman     “If you are not going to keep a detailed budget of how you are spending your money, the one category I would want for you to focus on is the ratio of your savings as a percentage of your total income.”– John Chapman     “Understand the vesting timeline for your RSUs or stock options, whatever they are.”– John Chapman Resources Mentioned: Linkedin: John Chapman See omnystudio.com/listener for privacy information.

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