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!