EPISODE · Oct 1, 2019 · 19 MIN
Episode 8 - The How and Why of Diversifying Concentrated Stock Risk
from Down the Middle · host Peter Mallouk, Jonathan Clements
Time Stamps[0:00] – Strategies to mitigate concentrated stock risk[6:20] – Company stock in a 401k plan[9:08] – The right approach to generate retirement income[16:00] - Peter Mallouk tip of the month[17:34] - Jonathan Clements tip of the monthHosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!
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What this episode covers
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this month’s podcast takes a closer look at concentrated stock risk and how to thoughtfully mitigate that risk whether it’s in a taxable or retirement account. Peter and Jonathan also take a deeper look at retirement income generation and discuss why an income-only portfolio approach may not be the most appropriate strategy. Plus, stick around to hear their monthly tips!
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Episode 8 - The How and Why of Diversifying Concentrated Stock Risk
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