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!
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!
NOW PLAYING
Episode 8 - The How and Why of Diversifying Concentrated Stock Risk
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.