The Qualcomm Advantage: Maximizing Your Benefits Package

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Qualcomm employees enjoy some of the best benefits in the corporate world, but many aren’t taking full advantage of them. After working with Qualcomm employees for nearly three decades, Tim has seen both the opportunities and the pitfalls that come with these unique benefits. In this episode, he shares the strategies that help employees get the most from their compensation, stock options, and savings plans. 

Find out why benefits planning isn’t one-size-fits-all, how to avoid common mistakes like confusing tax preparation with tax planning, and why overconcentration in company stock can create hidden risks. We’ll also go a little deeper with advanced opportunities and strategies that we help our clients with. 

As a Qualcomm employee, your benefits hold hidden opportunities. Take advantage now to maximize their full value.

Here’s some of what we discuss in this episode:

📊 Qualcomm stock, diversification, and smart tax planning

👪 Family & Education: Supporting family abroad, healthcare, and top-tier schooling

📈 Maximizing your ESPP, 401k, Roth, HSA, insurance

⚠️ What common mistakes to avoid 

🛠️ Tools to help you evaluate what “quick wins” you can do right now 

Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html

Website: https://www.dyerwealthmanagement.com/

Phone: 858-459-3937

Email: tim@dyerwm.com

The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice.

The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...