• 4 Ways to (Tax-Efficiently) Diversify Concentrated Investments

  • 2024/10/24
  • 再生時間: 34 分
  • ポッドキャスト

4 Ways to (Tax-Efficiently) Diversify Concentrated Investments

  • サマリー

  • Today, I'm talking about navigating the risks of concentrated investments.

    Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions:

    ➤ How do you know if you have a "concentrated investment?"

    ➤ What are some little-known risks investors aren't considering?

    ➤How do you (tax-efficiently) diversify concentrated investments?

    I also share a specific exercise investors can follow to decide if they should sell some or all of their concentrated holding(s).

    ***

    FREE RETIREMENT PLANNING RESOURCES:

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

    You'll also receive my weekly retirement newsletter!

    👉 Click here to subscribe and grab your cheatsheets.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes

    📘 Check Out the Retirement Podcast Network

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あらすじ・解説

Today, I'm talking about navigating the risks of concentrated investments.

Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions:

➤ How do you know if you have a "concentrated investment?"

➤ What are some little-known risks investors aren't considering?

➤How do you (tax-efficiently) diversify concentrated investments?

I also share a specific exercise investors can follow to decide if they should sell some or all of their concentrated holding(s).

***

FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter!

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

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