Melissa (Caller)

Melissa, a home health agency employee, poses a crucial question about whether to use her sizeable year-end bonus to buy equity in her company. As they dive into the discussion, Dave highlights the dangers of becoming a minority shareholder, such as lack of control and governance risks. He suggests instead that Melissa focus on paying down her substantial mortgage, offering a more secure path to financial stability. This conversation is both insightful and thought-provoking for anyone navigating workplace investments.