Episode 30

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Published on:

31st Dec 2024

[Retirement] 30, Stock Options

Include ISOs and NQSOs, providing employees the right to purchase stock at a set price, with specific tax treatments. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

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More Exam Prep Content Visit: https://open-exam-prep.com/

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About the Podcast

Open Exam Prep
Share my exam preparing learnings
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation.

"Open Exam Prep" is your ultimate companion for mastering the exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement solutions and investment principles.

Each episode includes focused explanations, practical examples, and exam tips to help you understand key concepts, stay confident, and pass with success. Whether you’re studying during your commute, workout, or downtime, Open Exam Prep is here to guide you—one question, one topic, one victory at a time.

Visit for more content: https://open-exam-prep.com/

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Ran Chen