Episode 8 - The How and Why of Diversifying Concentrated Stock Risk
Down the Middle
English - October 01, 2019 15:36 - 19 minutes - 17.6 MB - ★★★★★ - 122 ratingsInvesting Business peter mallouk jonathan clements creative planning creative planning inc. wealth management Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 7 – Paying for College
Next Episode: Episode 9 - When to Claim Social Security
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!