meta_pixel
Tapesearch Logo
Log in
Ready For Retirement

Work at SpaceX? Watch This Before your IPO

Ready For Retirement

James Conole, CFP®

Education, Dividend Investing, Cash, Bonds, Investment Planning, Retirement, Business, Tax Planning, Stocks, Investing, Retirement Planning

4.8793 Ratings

🗓️ 1 February 2026

⏱️ 19 minutes

🧾️ Download transcript

Summary

If you work at SpaceX, you’re likely holding one of the most valuable (and complicated) assets in the world. With a potential IPO on the horizon, the decisions you make with your SpaceX stock, RSUs, and equity compensation could determine whether that wealth creates freedom or long-term stress. Instead of starting with “What should I do with my stock?”, James explains why the first question has to be “What do I want my life to look like?” Without that clarity, selling, holding, or diversifyi...

Transcript

Click on a timestamp to play from that location

0:00.0

If you work at SpaceX, then you are sitting on one of the most valuable assets in the world.

0:04.8

And with an IPO likely in 2026, the decisions you make this year could permanently impact your freedom or your stress for years to come.

0:14.7

But here's the problem. Most SpaceX employees ask the wrong question first.

0:19.6

They ask, what should I do with my stock?

0:22.1

It's not a bad question, but the first question should always be, what do I want my life to look

0:27.3

like? What outcome am I trying to create here? Because once you know that, then you can work backwards.

0:33.8

But if you don't know that first, any decision is just a guess.

0:38.2

So here's why this video matters.

0:40.4

Space X stock is a powerful asset.

0:43.3

But if you don't have direction in the decision that you are making, you're going to squander

0:47.6

this opportunity.

0:49.0

But if you use this stock and if you combine it with a clear plan for how you can hit your early retirement goals,

0:55.3

for how you can create the outcome that you want, this may be one of the most valuable

0:59.1

assets you ever have. So in this video, I'm going to help show you how you can work backwards

1:03.8

for the life that you want to determine what should you do with your stock, meaning how much

1:07.9

should you sell, how much should you keep? What tax strategy should you

1:11.5

employ? What investment strategy should you do? How do you use this stock to purchase the house,

1:17.0

to retire early, to send kids to college, whatever your goals might be? But to start, let's talk

1:22.2

about what do you want your life to look like? Do you want to downsize to part-time work or to

1:26.3

passion work? Do you want to take more career risk withouttime work or to passion work? Do you want to take

1:27.5

more career risk without any fear of what might go wrong? Or do you just simply want to be in a

1:32.2

position where you never have to worry about your paycheck ever again? Now, all of these things are what

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from James Conole, CFP®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of James Conole, CFP® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.