Episode 10: Thinking About Risk, Options for Handling Concentrated Stock Positions, Exchange Funds

Smart Money Conversations
28/08/2025 59 min Temporada 1 Episodio 10

Listen "Episode 10: Thinking About Risk, Options for Handling Concentrated Stock Positions, Exchange Funds"

Descargar episodio Ver en sitio original

Episode Synopsis

In episode 10, Brett Croft guides UHNW clients on managing portfolio risk, focusing on strategies for concentrated stock positions, such as exchange funds to diversify without triggering capital gains taxes. He discusses balancing risk and other diversification methods like charitable trusts. Tune in for actionable insights to optimize wealth and reduce single-stock exposure.

More episodes of the podcast Smart Money Conversations

Episode 15: Adding Real Estate to your Portfolio with Adam Cohen. 14/10/2025
Episode 14: We Answer Listener Questions on Annuities, Discuss Advance Directives, Asset Allocation, and a Powerful Retirement Inflation Hedge. 08/10/2025
Episode 13: Avoid Costly Planning Mistakes with Alex Popovich 23/09/2025
Episode 12:We Answer Listener Questions about Stocks, How to Save, Selling a Primary Residence, Medicare and more 18/09/2025
Episode 11: We Discuss All Things Medicare with Maura Carley from Healthcare Navigation 11/09/2025
Episode 9: Estate Planning: Wills, Trusts, Power of Attorney, Healthcare Proxy 28/08/2025
Episode 8: Thoughts on Passive Income and Income Tax Minimization Strategies 28/08/2025
Episode 7: The Nevada Pension System Ideal, Creating a Retirement Paycheck, Equity Compensation 28/08/2025
Episode 6: Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio 28/08/2025
Episode 5: Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth 28/08/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA