Today, I'm talking about navigating the risks of concentrated investments. Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions: ➤ How do you know if you have a "concentrated investment?" ➤ What are some little-known risks investors aren't considering? ➤How do you (tax-efficiently) diversify concentrated investments? I also share a specific exercise investors can follow to decide if they should sell some or all of their concentrated holding(s). *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets. You'll also receive my weekly retirement newsletter! 👉 Click here to subscribe and grab your cheatsheets . *** EPISODE RESOURCES: 📊 Get Your FREE Retirement & Tax Analysis! ✏️ Grab the Episode Show Notes 📘 Check Out the Retirement Podcast Network
