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).

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FREE RETIREMENT PLANNING RESOURCES:

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter!

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EPISODE RESOURCES:

4 Ways to (Tax-Efficiently) Diversify Concentrated Investments 33:37 Share

Stay Wealthy Retirement Podcast