new guide

Maximize Your UMG Equity Compensation

Download the executive summary to understand how your equity awards work—and how to use them strategically.

If you’re an executive at Universal Music Group, your equity compensation could be one of your biggest financial assets. But stock options, RSUs, and SARs come with complex rules, tax consequences, and risks if left unmanaged.

This one-page summary breaks down:

  • The types of equity UMG grants
  • Key tax and vesting rules to watch
  • What happens to your awards if you leave or retire
  • Common planning mistakes to avoid
  • How to align equity with your long-term goals
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This guide was created by Motif Planning, a fee-only firm specializing in financial planning for high-earning music executives.

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    Motif Planning provides flat-fee, advice-only financial planning for high-earning music executives.

    No product sales. No asset minimums. Just clear advice.

    I’m Spenser Liszt, a CERTIFIED FINANCIAL PLANNER® professional helping high-earning music executives make smart, confident decisions with their money.

    I provide straightforward, flat-fee, advice-only financial planning—no sales, commissions, or asset management. I don’t take custody of your investments; I show you how to manage them yourself with a clear, structured plan.

    If you’re a music executive and want a thoughtful, structured approach to your finances, let’s talk.