Episode 8 - The How and Why of Diversifying Concentrated Stock Risk
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!
Down the Middle · Jonathan Clements, Peter Mallouk
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Show Notes
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 month
Hosted 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!