cover of episode Too Much in a Single Stock?

Too Much in a Single Stock?

2024/11/15
logo of podcast Jill on Money with Jill Schlesinger

Jill on Money with Jill Schlesinger

Chapters

Dasha's husband has accumulated almost $800,000 in a single company stock after working there for over 25 years. The couple is considering diversifying half of this into small and large-cap equity index funds. Jill advises them to diversify and discusses the potential tax implications.
  • Diversification is crucial to reduce risk.
  • Tax implications of moving funds should be considered.
  • Understanding overall financial needs and other savings is important.

Shownotes Transcript

My husband has worked for a company for over 25 years and had accumulated almost $800k in a single stock. Is it time for us to diversity?

Have a money question? Email us here)

Subscribe to Jill on Money LIVE)

YouTube: @jillonmoney)

Instagram: @jillonmoney)

Twitter: @jillonmoney)

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com).

To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy)

Learn more about your ad choices. Visit https://podcastchoices.com/adchoices)