Your Life Simplified: A Financial & Wealth Management Podcast
Concentrated Stock: Strategies to Protect Your Wealth
23 Sep 2025
When much of your wealth is tied to a single stock—especially your employer's—you face both opportunities and risks. In this episode, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey discuss how to balance concentration with diversification, manage emotions and apply strategies that maximize potential while protecting long-term goals.
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