Podcasts / Down the Middle

Episode 8 – The How and Why of Diversifying Concentrated Stock Risk

Time Stamps

[0:00] – Strategies to mitigate concentrated stock risk

[6:20] – Company stock in a 401k plan

[9:08] – The right approach to generate retirement income

[16:00] – Peter Mallouk tip of the month

[17:34] – Jonathan Clements tip of the month

Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

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PETER MALLOUKPRESIDENT, CREATIVE PLANNING