What Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position? (Ep. 49)

Live Life Liberated
09/03/2022 41 min
What Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position? (Ep. 49)

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Episode Synopsis

If you’re the founder of a public company, a long-term employee with accumulated stock options, or an early investor in a highly successful company, it’s likely that you have a concentrated stock position. So, what should you do when a major portion of your wealth is tied up in a single stock? Sean Clark, Director …

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