Stock 'N Roll is dedicated to unraveling the complexities of equity compensation and highlighting the challenges and best practices that shape the industry. We engage in meaningful conversations with industry experts and thought leaders, aiming to provide actionable insights and strategies for professionals across all levels.
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Stock Based Compensation Podcasts
Martin Lewis answers your financial questions, offering valuable money-saving tips.
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The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
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On the Fiona Show, we discuss current issues in the transfer pricing world. Whether you’re new to transfer pricing, or you’ve been around the international tax block, learn about the latest trends in the global regulatory environment and technology in one weekly podcast.
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Learn more about the market and stock analysis through CAEE™. CAEE™ is in a unique analytical framework designed to help market participants, researchers, and learners better understand Index performance and long term valuation trends. Our publications and podcast episodes feature insights derived from CAEE™ , which are for use in our educational and analytical services. Email [email protected] to request a CAEE™ based performance report on the magnificent 7 index or to request a ...
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Should you take a student loan? Martin’s five things you need to know about student finance
1:03:58
1:03:58
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1:03:58Martin Lewis has his five things you need to know about student finance, including how much it’ll really cost you, why the interest rate might be a red herring, how much parents are expected to contribute and much more. He also has an update on energy standing charges. And Tell Us is all about when you’ve saved a shedload of money… completely by ac…
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A Deep Dive into the UK’s Leading Tax-Advantaged Share Plans with Chris Fallon
41:34
41:34
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41:34In our latest Stock 'N Roll podcast episode, we sat down with Chris Fallon, Legal Director at Tapestry Compliance, to demystify two of the most prominent all-employee schemes in the UK: the Share Incentive Plan (SIP) and the Save-As-You-Earn (SAYE) plan. For those living or operating in the UK, understanding these plans is crucial for optimizing fi…
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Question Time: Should you invest in gold? Student loan interest? How to get energy credit back?
23:15
23:15
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23:15Martin Lewis answers your questions on absolutely anything and everything (within reason!), including how to get energy credit back, student loan interest rates, should you be investing in gold, and is overpaying your mortgage worth it? You can get in touch with the team by emailing [email protected] – make sure to send in your burning q…
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Grown Up Stuff: (Free) Wills & (even more important) Power of Attorney
1:14:18
1:14:18
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1:14:18Martin Lewis tackles wills and power of attorney with Melinda Giles, Member of the Law Society’s Wills and Equity Committee, and Austin Lafferty, member of the Council of the Law Society of Scotland. Plus, Mastermind is all about your credit file. You can email the podcast team at [email protected].…
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Question Time: Cutting Credit Card Debt, Scrapping the State Pension and more…
26:42
26:42
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26:42In this Question Time podcast Martin answers your questions on credit scores, scrapping the state pension, cutting the cost of credit card debt and the car finance compensation scheme, plus loads more.By BBC Radio 5 Live
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The Top Children’s Savings & Investment Accounts | Car Finance Mis-selling Update
1:06:24
1:06:24
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1:06:24Martin Lewis has everything you need to know about children’s saving and investing, including Junior ISAs, Child Trust Funds, top savings, Premium Bonds and even children’s pensions. Plus, an update on the car finance mis-selling saga, an update on Lifetime ISAs, you tell us when you’ve felt the richest, and this week’s Mastermind is on personal lo…
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Beat the energy price hike, flight delay compo, and the £1 train!
1:03:26
1:03:26
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1:03:26Martin has everything you need to know to keep your bills down ahead of the energy price cap going up in October. Also in the podcast: what to do if you’ve had a flight delayed in the past six years, you tell us the best quid you’ve spent in the last five years, and Mastermind was all about Capital Gains Tax – have you heard of the ‘Bed & Breakfast…
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In this savings and investment special, Martin speaks with two professional investment advisers. Plus, his beginner’s guide to savings and how to maximise your interest.By BBC Radio 5 Live
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In this Bills Special, Martin goes through everything you need to know about Council Tax, including how to check and challenge your band. Plus, his four easy steps to help reduce your mobile phone bill.By BBC Radio 5 Live
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Understanding the Evolving Landscape of Equity Compensation in Recruitment with Tor Daneshmand
35:59
35:59
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35:59In this episode of Stock 'N Roll, we sat down with Tor Daneshmand, CEO and co-founder of Amby, an embedded recruitment company at the forefront of these changes. Tor brings unique insights into how equity is being wielded as a recruitment tool across different markets, from the mature landscapes of the US and UK to the evolving Nordic region. We'll…
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In this Energy Special, Martin asks the boss of Ofgem why we pay more in the UK. Plus, he questions the boss of Octopus Energy about prices, smart meters and more.By BBC Radio 5 Live
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In this Holiday Special, Martin goes through his top holiday hacks, including his car hire and insurance tips, and the cheapest ways to spend abroad. Plus, how to make sure your passport and GHIC is ready for your travels!By BBC Radio 5 Live
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Martin gives his reaction to the Supreme Court's ruling on car finance agreements. He explains why the scope for compensation has been reduced, who might still be eligible, and why it's important that potential claimants do nothing...for now.By BBC Radio 5 Live
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Car Finance Agreements Update & Ask Martin ANYTHING!
57:23
57:23
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57:23In this episode, Martin gives an update on the ongoing car financing agreements case going through the Supreme Court. He also answers your questions on absolutely anything, including how much to save for your kids to go to university, buying vs renting, and… is Martin getting into politics?By BBC Radio 5 Live
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Designing Global Broad-Based Equity Plans: Insights from Deloitte’s Experts
1:04:38
1:04:38
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1:04:38In this episode of Stock 'N Roll, we sat down in Deloitte’s London office with Lucy Hovland and Anita Grant—two seasoned leaders from Deloitte’s Equity and Incentives practice—to unpack the intricacies of designing global broad-based equity plans. As equity compensation continues to evolve, especially in the post-IPO tech and fintech landscape, com…
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A beginner’s guide to savings & how to maximise your interest
1:05:06
1:05:06
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1:05:06After covering investment last episode, this time Martin gives a beginner’s guide to savings, including top savings, a 25% savings boost for first-time buyers, a Help to Save 50% boost, regular savings and more. Plus, a warning for women aged between 41 and 90 who’ve previously cared for someone. And you tell us your instruction vs destruction tale…
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A beginner’s guide to investing… who should, how much & where to do it
1:08:01
1:08:01
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1:08:01Martin Lewis on Saving v Investing: which is right for you and how to do it… In this special podcast Martin is joined by two professional investment advisers to talk about: - What is going to happen to the ISA limit.- Whether you should be saving, investing or doing a combination of the two.- A beginners guide to investing and where you should put …
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Bridging US and European Equity Compensation: Insights from Carine Schneider
50:16
50:16
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50:16In this episode we're thrilled to have Carine Schneider joining us. Carine as one of the most experienced professionals in the equity compensation domain world wide – and her US view of things is something that we are ready to dive into. Carine will share insights on the cross-border challenges companies face when expanding internationally, the eme…
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Testing your consumer rights and haggling skills
57:55
57:55
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57:55Martin Lewis records the podcast from Lords to share his money saving tips while watching the cricket. An explanation of your statutory return rights with a focus on what the law explicitly outlines as the timeframe you have to return online purchases. We also run through the top 10 companies to haggle with in the UK, with haggling tips and how to …
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FF, PBF, MT - oil & biofuel & getting a jumpstart on valuations
26:10
26:10
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26:10Dale talks about how PBF stock might be undervalued despite a refinery fire a few months ago. Dale also talks about how FF stock has surprisingly low cyclically adjusted valuation ratios (even as the current US administration shows signs of support for the biofuels industry), and how a stock with a few rough years in the past might quietly climb ba…
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Free £1,000 a year for wannabe first time buyers | Will cash ISAs be cut | LISA v Pension
58:14
58:14
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58:14Martin looks at Lifetime ISAs, after a report was published by the Treasury Committee on the future of the first time buyers savings account, he explains the basics of them and answers questions on who they are good for, who they don’t work for and when is the best time to open one. Energy bills dropped 7% this week, Martin explains what people sho…
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The cheapest way to spend abroad, stop paying to pay! And find old pensions worth £10,000s!
1:02:05
1:02:05
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1:02:05With £31 billion in lost or unclaimed pensions in the UK, Martin tells you how to find your old pensions - which could be worth £10,000s! Plus, Martin’s top holiday money need-to-knows to help you stop paying when you spend abroad and get the most bang for your (Vietnamese) dong. And you tell us the worst financial advice you were given by your par…
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Council Tax Money Back Special **UPDATED 20/6, after Government consultation launched**
1:11:40
1:11:40
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1:11:40***This episode was first published on 5th June. It was updated on 20th June to reflect the launch of a government consultation on the administration of Council Tax.*** Martin goes through step by step everything you need to know about Council Tax. He explains: - How to check you are in the right band.- How to challenge your Council Tax band.- The …
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Four easy-speedy steps to slash your mobile bill
59:41
59:41
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59:41Martin goes through his four easy steps to help you reduce your mobile bill. Plus, with energy bills likely to rise due to conflict in the Middle East, should you fix now? What do the Warm Home discount changes mean? And you tell us your children’s financial tips.By BBC Radio 5 Live
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Defining the "perfect stock", plus Initial takes on RGP, GRVY, MZDAY, FUJHY
46:49
46:49
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46:49In this episode, Dale defines what he looks for in a perfect stock: 1. A business with five low cyclically adjusted ratios. 2. A business with low competition, several clients, not capital intensive. 3. A business with a solid management team. Verbal disclosures read from 0:16 - 1:21 . General information and full disclosures for Dale’s Solo Invest…
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Winter Fuel Payment – How it’ll really work (Eng & Wales) | And are you drinking enough beer
46:54
46:54
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46:54The Winter Fuel Payment will again be a universal payment in England and Wales for state pensioners this winter, yet it’ll be clawed back via the tax system where someone earns over £35,000. How will this work in practice? What counts as £35,000 earnings, and what if there are two, three or more pensioners in a house. Martin also answers questions …
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Explore the Perceived Value Gap in Equity Compensation with Stephan Hostettler
42:50
42:50
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42:50What Is Your Equity Really Worth? Why do recipients see a different value than you give? In this episode, we will dive into the challenge of how people perceive their equity. In the latest episode of our podcast series Stock 'N Roll, we had the pleasure of hosting Dr. Stephan Hostettler, the founder and managing partner of HCM International, an ind…
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Mini-pod: Energy Price Cap drops 7%, but it’s still pants!
11:24
11:24
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11:24Martin reacts to the latest Energy Price Cap announcement from the regulator Ofgem. The new cap coms into force from July, and applies to households in England, Scotland and Wales on variable tariffs. But what should you do now? With fixes on the market well below the cap rate, Martin explains how to get the best deals on your energy.…
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Free £310 bank switch | Winter Fuel Shenanigans | Energy Price Cap to fall but you should still fix
1:01:32
1:01:32
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1:01:32Martin Lewis looks at the Energy Price Cap and what your best options are for your bills. He gives his view on the recent announcement that the Winter Fuel Payment will be expanded. A guide on how to get paid to switch bank accounts. Tell Us this week is all about when have you saved a fortune by pure accident? Mastermind explains the difference be…
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BDL a value play? Plus thoughts on SG & BLMN
22:20
22:20
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22:20Dale values symbol BDL and talks about the benefits of diverse menus in the restaurant business. Verbal disclosures read from 1:18-2:27. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click …
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Cross-Border Compliance: Managing IPO Share Custody with Michael Sterchi
29:07
29:07
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29:07In the latest episode of our podcast series Stock 'N Roll, we had the pleasure of hosting Michael Sterchi, a seasoned expert with over 25 years in equity-based compensation consulting. This episode covers how companies need to restructure their equity compensation planning an IPO, implement professional plan administration, and navigate the maze of…
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Childcare SPECIAL: Your questions & problems put to Sec of State for Education Bridget Phillipson
55:23
55:23
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55:23Education Secretary Bridget Phillipson joins Martin Lewis to answers your questions about the cost of childcare. They cover topics such as are there enough funds for 30hrs funded childcare? Why 800,000 miss out on Tax Free Childcare? Child Benefit cliff-edge problems & more.By BBC Radio 5 Live
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Interest rate cut special: what savers & mortgage holders need do now. Including… why locking in savings can be a winner.
1:13:57
1:13:57
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1:13:57Why locking in savings can be a winner. Should you fix your mortgage now or wait? How to get accepted for a mortgage, and more. Martin reacts as the Bank of England cuts UK base interest rates again from 4.5% to 4.25%, we recorded this literally minutes after it happened and focus on answering your questions about the impact on savings and borrowin…
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Credit & Debit Card Q&A special: How credit scoring works, best 0% deals, stoozing, top cards abroad
48:12
48:12
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48:12It’s the credit and debit plastic fantastic masterclass you’ve been waiting for…Martin answers all your questions on how to manage your credit card debt, which are the top cards to use abroad and the myths around your ‘credit score’. Plus find out which are the best 0% deals and how to ooze with stooze. Get in touch with the podcast by emailing mar…
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Post-IPO Incentive Programs: Key Considerations for Success with Dirk Besse
32:19
32:19
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32:19In this episode, we return to Berlin with Dirk Besse, a seasoned lawyer from Morrison & Foerster to explore the complexities of redesigning incentive programs for companies undergoing an IPO. Building on our previous discussion about pre-IPO considerations, we dive into the critical aspects of transitioning employee compensation structures when a c…
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Five Cyclically Adjusted Valuation Frameworks
20:04
20:04
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20:04Description: Learn more about the Market and stocks through CAEE™ Dale’s Solo Investors Podcast LLC provides educational content and financial market analysis powered by our proprietary process called CAEE™ . CAEE™ is a unique analytical framework designed to help market participants, researchers, and learners better understand index performance an…
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The Shrinkflation Nation | Why now is the time to check if you’re owed £100s of energy credit
1:01:23
1:01:23
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1:01:23The main topic is all about how you could potentially get money back from your energy firm. If you pay by monthly direct debit then Martin explains why you should be checking now if you’re owed serious cash. The Tell Us is about shrinkflation. Where can you find provable evidence of groceries, cleaning productions or cosmetics that are no longer as…
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Dale discusses a novel approach to valuing individual stocks. Verbal Disclosures read from 2:54 - 3:50 . General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" CAEE™ — Patent Pen…
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BFH , Credit card duopolies , retail stocks benefit?
23:14
23:14
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23:14Dale talks about BFH , Credit card duopolies , and how retail stocks benefit. Episode starts at 0:15 . Verbal Disclosures read from 0:50 - 2:00. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 …
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Is the £20,000 cash ISA going to be killed? What savers should be doing NOW
37:15
37:15
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37:15Full best buys – and everything you ever wanted to know about cash ISAs but were afraid to ask.With the realistic prospect of the cash ISA limit being reduced in the near future, Martin explains what to do right now to get the most out of your savings.Get in touch… email [email protected] BBC Radio 5 Live
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From Private to Public: Mastering the IPO Listing Process for Growing Companies with Sarah Suter
33:42
33:42
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33:42In this episode, we're happy to welcome Sarah Suter from the Swiss Stock Exchange (SIX). As an analyst and relationship manager guiding companies through one of their most transformative journeys, Sarah brings invaluable expertise on the IPO process. Sarah will walk us through the compelling reasons companies choose to list on public exchanges, the…
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Q&A Special: Beat the bill rises, ISAs, Car financing, Pension tax, Premium Bonds, Child Trust Funds and more
57:03
57:03
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57:03You ask, Martin answers. A must-listen at this crucial time of year. Martin and Adrian go through the big questions from you as a number of big changes come into force. Plus you tell us about customer service done well, and Adrian tackles a mastermind on credit scores. You can email the podcast team via [email protected].…
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Designing Equity Programs for Pre-IPO Growth Companies with Dirk Besse
29:59
29:59
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29:59This episode tackles the fascinating world of pre-IPO equity programs and the infamous "pina colada threat" - when your key talent cashes out post-IPO and heads straight to retirement. We're joined by special guest Dirk Besse, a seasoned lawyer from Morrison & Foerster, who shares invaluable insights on designing equity incentives that balance empl…
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Martin Lewis speaks to Britain's biggest energy boss about prices, smart meters and more
54:09
54:09
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54:09Martin Lewis puts YOUR questions to Greg Jackson, the boss of Britain’s biggest energy retailer Octopus. Smart meters, profits, standing charges & will prices EVER drop? Plus with energy prices going up by 6.4% next week, is now the time to fix? To get in touch, email [email protected] BBC Radio 5 Live
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Correction: In this episode, I mistakenly referenced the wrong land valuation for Dole. Dole had a certain number of acres publicly listed on their website. However, just because a company operates on land doesn’t necessarily mean they own it. I initially assumed Dole owned certain land in the Philippines, but after revisiting their 10-K and 20-F f…
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Beat the urgent ISA deadline – top cash ISAs for savers, stocks & shares for investing
1:15:37
1:15:37
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1:15:37ISA ISA baby! Martin joins Adrian to answer all your questions on savings tax, Cash ISAs, Junior ISAs and more before the fast approaching deadline in April. Chartered Financial Planner Ed Marshall also joins Martin to help with stocks and shares ISAs. You tell us about your financial ‘light bulb’ moments. Plus Martin shares his thoughts on back-bi…
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Unlocking the Potential of Norwegian Tax-Favored Options with Sverre Hveding
1:05:45
1:05:45
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1:05:45Equity compensation is a powerful tool for attracting and retaining talent, but structuring it effectively—especially in startups—comes with challenges. In this episode, we sat down with tax law expert Sverre Hveding to break down Norway’s tax-favored options program and its recent updates. Sverre, a specialist in Norwegian and International tax la…
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Dale values symbol VNDA and talks about the benefits and risks of "net-net" stocks. Verbal disclosures read from 2:27 - 3:40. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Dem…
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Last Chance! Boost State Pension by £10,000s: a must listen if age 40 to 73
59:36
59:36
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59:36Martin’s poorly, but he’s battled through the coughs and splutters because he’s adamant that YOU need to hear how you could boost your state pension by TENS of THOUSANDS of pounds. If you’re aged between 40 and 73 – it’s a must listen. It’s all about missing National Insurance years. Martin brings you a step-by-step guide and a full Q&A. It’s every…
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Savings Q&A special – ISAs, savings tax, pay off debt or save and more. Plus credit card beginners guide
58:17
58:17
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58:17Martin answers a huge number of questions on savings, on how ISA’s work, where is a safe place to keep your money, the pros and cons of investing, should you be saving or paying off debt and far more. The podcast also covers lots of other subjects such as getting travel insurance for holidays booked a long time ahead, how credit cards really work, …
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