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Financial Parity Planning with BDO’s Terry Adamson

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Manage episode 285839866 series 2879247
Content provided by SFG Wealth Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SFG Wealth Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

When an executive is presented with an advanced role at another organization, they have various opportunities they need to compare. The focus shouldn't be on short-term, but long-term wealth creation not overlooking the financial implications of leaving money on the table. What would the new company need to offer to augment what they already have? Financial parity planning is the intricate process of comparing the complexities of the current grants and what the new company will offer for the purpose of helping the executive meet and exceed their personal financial goals.

  continue reading

12 episodes

Artwork
iconShare
 
Manage episode 285839866 series 2879247
Content provided by SFG Wealth Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SFG Wealth Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

When an executive is presented with an advanced role at another organization, they have various opportunities they need to compare. The focus shouldn't be on short-term, but long-term wealth creation not overlooking the financial implications of leaving money on the table. What would the new company need to offer to augment what they already have? Financial parity planning is the intricate process of comparing the complexities of the current grants and what the new company will offer for the purpose of helping the executive meet and exceed their personal financial goals.

  continue reading

12 episodes

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