Conclusion

Congratulations on making it to the end of this course! Here are core points from the lesson:

• Know the details of your equity, 401k, and ESPP plans, and set calendar reminders for things like stock option expirations, enrollment windows, and rollover opportunities
• Automate what you can only after understanding your holdings—review RSU tax withholdings, grant docs, and whether you’re using pre-tax vs. Roth intentionally
• Explore advanced options like mega backdoor Roths if your 401k allows them, and ensure you're not missing out on your employer match or other benefits
• Review your health plan and associated perks like HSAs, FSAs, and wellness stipends, and use reminders to avoid letting free money go to waste

If you want to get additional support from Andy:

• Connect with Andy on LinkedIn
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