Lockheed Martin changed its executive bonus structure from 75% RSUs and 25% cash to 100% RSUs. That shift reduces liquidity, creates new tax-timing challenges, and increases concentration risk in company stock.
This episode breaks down the implications for taxes and portfolio risk, and outlines practical planning steps—liquidity strategies, tax-aware selling, and diversification—to help executives protect their finances.
Lockheed Martin Employees | What the New 100% RSU Bonus Means for You In this episode of BA Podcast Guys, host Robert Lovaglio sits down with Michael Allen, CFP® and Stephen Young, CFP® to discuss a major compensation change affecting Lockheed Martin employees: bonuses moving from a mix of cash and RSUs to 100% restricted stock units. This change may look simple on the surface, but it can create real planning challenges around taxes, liquidity, stock concentration, and long-term financial decisions. Michael and Stephen break down what Lockheed Martin employees should understand about RSU vesting, when to sell or hold company stock, how taxes can be impacted, and why having a clear financial plan matters more than ever. The conversation also covers the risks of building too much exposure to one company stock, how emotional investing can affect decision-making, and why proper tax sequencing may help high-income employees avoid costly mistakes. Whether you are a Lockheed Martin manager, director, executive, or employee receiving RSUs, this episode offers practical insight into how to approach the new bonus structure with more confidence. This video is for educational and informational purposes only and should not be considered personal financial advice. Always consult a qualified financial advisor before making financial decisions. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ Timestamps: 00:00 – Lockheed Martin bonus change explained 00:21 – New 100% RSU compensation impact 00:48 – RSU tax and liquidity planning 00:59 – Restricted stock units and concentration risk 02:37 – Financial planning for Lockheed Martin employees 03:10 – RSU vesting, selling, and tax strategy 04:40 – Reducing taxes with RSU planning ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 📈 Welcome to Best Advice Podcast Guys! We bring you expert financial advice, success stories, and insights from top industry leaders. Hosted by Rob Lovaglio and a panel of experienced financial professionals—including Frank Lovaglio, RFC®, David Allen, CFP®, Mitchell Walk, AAMS®, Austen Jacks, CFP®, and Mitch Allen, CFP®—we break down the strategies that drive wealth, success, and financial freedom. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖
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