Is it Bad That 33% of My Portfolio is in My Company?
The Get Ready For The Future Show · GenWealth Financial Advisors
Audio is streamed directly from the publisher (api-na1.hubspot.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Is 33% of my portfolio in my company's stock too much? I'm getting discounted options.
We're answering YOUR questions on the Get Ready for the Future Show!
My wife and I have a couple of investments, but no Roth dollars - do we do conversions or are there other options? At 39, do I have too much money invested in my HSA? How do I minimize the tax impact of my inherited IRA?
If you would like a question answered on the show, call 501.381.5228 and leave a voicemail! Or send your question to [email protected]!
Originally aired 10/25/2023