Episodi

  • From RSUs to Retirement: Smart Planning for Circle employees
    Apr 25 2026

    Restricted stock units (RSUs) can be one of the most valuable — and misunderstood — parts of your compensation.

    In this episode, we break down how professionals can turn equity compensation into long-term financial success using a 5-step retirement planning framework: Investment Planning, Tax Planning, Financial Planning, Estate Planning & Lifestyle Planning

    If you work at a fast-growing company like Circle Internet Group, this episode will help you avoid common mistakes and make smarter decisions with your stock.

    Email me at louis.green@savvyadvisors.com or call me at (917) 590-0552 to arrange a complimentary consultation. You can also use this link to arrange a meeting: https://calendly.com/louis-green-savvy/book-a-meeting-with-louis-green

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    8 min