In this episode of Wine and Dime I welcome to the show three very special financial planners. Meg Bartelt, Chloe Moore, and Samuel Deane are all financial planners that specialize in stock options.

“A stock option gives an investor the right, but not the obligation, to buy or sell a stock at an agreed upon price and date. There are two types of options: puts, which is a bet that a stock will fall, or calls, which is a bet that a stock will rise.”

Sounds simple enough, right? But they are much more complicated than that! And these three guests are experts on this topic, and go through some of the things to think about while thinking about these investments.

Sit on back, grab your favorite beverage and enjoy the company, the wine, and the conversation!