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901b case study: an employee share scheme deep dive
It's not uncommon for employees of a business to be offered shares in the business they work for. Glen sits down and unpacks a real life case study of an employee who has been offered shares in their business, touching on:
๐๐พ the case study basics
๐๐ฟ details of the offer made to the employee
๐๐ป why do company's typically offer employee share schemes?
๐ what kind of returns could the employee expect?
๐๐ผ share classes that are typically offered in these schemes
๐๐ฝ exit rules and drag along provisions
๐๐พ ownership structure considerations
๐๐ฟ what risks does this person face?
๐๐ป why would this person invest in this scheme?
๐ why WOULDN'T this person invest in this scheme?
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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
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01:12:23||Season 9Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/In this Q&A, Glen is joined by Phil Thompson from Skye Wealth to unpack:๐ borrowing against the property to invest & splitting finances when a partner moves in๐๐ฝ what percentage of pay is reasonable to spend on a hobby?๐๐พ community discussion: pros & cons of driving an EV๐๐ฟ Australian Super insurance premiums are going up๐๐ป a real cost comparison of insurance in super vs through an advisermoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show๐ก Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donโt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
919b The 2026 Federal Budget: Glen James talks with Jim Chalmers, MPs, insiders & breaks it down with Vince Scully
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budget reaction feat. Senator Katy Gallagher, Glen James, Victoria Devine & Vince Scully
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918 genetic testing ban on insurers, sold investment property now what, pausing premiums on parental leave + more
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917b wwgd: Kate is a 41yo nurse earning six figures but living week-to-week
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917 how to ask for more money & land your dream job (careers & income Q&A with Emily Bowen)
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916b Mitch has 3 properties & no borrowing power, what to focus on next? (clarity call with John Pidgeon)
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