12: Concentrated Stock Positions with Matt Benson

We focused on concentrated stock options, the important planning considerations that go along with them, being mindful of taxes, and how to create a plan for the long-term, with Matt Benson, CFP, and Owner of Sonmore Financial.       Listen to hear a difference-making tip on the importance of reviewing and rebalancing your investments!You can learn more about Matt at SonmoreFinancial.com, Facebook, YouTube, X, and LinkedIn.Did you get anything out of this episode? Do us a solid and leave a review:​​https://ratethispodcast.com/lifebloodpodcastLearn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.