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The Get Ready For The Future Show

The Get Ready For The Future Show

Business:Investing

Is it Bad That 33% of My Portfolio is in My Company?

Is it Bad That 33% of My Portfolio is in My Company?

2023-10-28
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Is 33% of my portfolio in my company's stock too much? I'm getting discounted options.

We're answering YOUR questions on the Get Ready for the Future Show!

My wife and I have a couple of investments, but no Roth dollars - do we do conversions or are there other options? At 39, do I have too much money invested in my HSA? How do I minimize the tax impact of my inherited IRA?

If you would like a question answered on the show, call 501.381.5228 and leave a voicemail! Or send your question to show@getreadyforthefuture.com!

Originally aired 10/25/2023

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