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Southern California is know for tech companies and those corporations often offer unique benefits packages. Over the years, we’ve built a relationship with one of the biggest in San Diego, Qualcomm. Today we’re going to talk about that journey and how we’ve grown to work with many of their employees to help them manage their wealth and get the most out of their employment.

We’ll share how our approach has evolved over more than two decades, moving beyond simple investment advice to a full-spectrum financial strategy that weaves together tax optimization, estate planning, and budgeting to help clients keep more of what they earn. You’ll also learn more about the growing responsibilities employees face as they build wealth, with family obligations and career progression adding complexity to their financial decisions.

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

🧩 Navigating Qualcomm’s Unique Compensation and Benefits

💼 Understanding Stock Options and Employee Benefits for Wealth Building

🏠 Building a Financial Plan that Adapts to Growing Responsibilities

💰 Using Tax Strategies to Enhance Wealth and Retirement Security

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

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

Phone: 858-459-3937

Email: [email protected]

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...