Welcome to "Wealth Planning" the podcast dedicated to helping you navigate the world of wealth planning. Join us as we dive into the strategies necessary to build and preserve wealth. In each episode, Louis will share his knowledge on a wide range of wealth planning topics. From investment strategies and portfolio management to retirement planning, we cover it all. Discover the best practices in wealth planning as we dissect complex concepts and break them down into actionable steps. "Wealth Planning" goes beyond the numbers and charts. We explore the emotional aspects of wealth, addressing topics such as goal setting, and overcoming financial obstacles. Each episode is designed to be engaging, informative, and thought-provoking. Subscribe to "Wealth Planning" and embark on a journey towards financial independence.
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Welcome to "Wealth Planning" the podcast dedicated to helping you navigate the world of wealth planning. Join us as we dive into the strategies necessary to build and preserve wealth. In each episode, Louis will share his knowledge on a wide range of wealth planning topics. From investment strategies and portfolio management to retirement planning, we cover it all. Discover the best practices in wealth planning as we dissect complex concepts and break them down into actionable steps. "Wealth Planning" goes beyond the numbers and charts. We explore the emotional aspects of wealth, addressing topics such as goal setting, and overcoming financial obstacles. Each episode is designed to be engaging, informative, and thought-provoking. Subscribe to "Wealth Planning" and embark on a journey towards financial independence.
How to manage the risk from your concentrated stock positions
Wealth Planning with Louis Green
13 minutes 59 seconds
2 years ago
How to manage the risk from your concentrated stock positions
Whether you're an executive, entrepreneur, or individual investor with a concentrated equity position, this episode of Wealth Planning: Unveiling the secrets of wealth creation is for you. Join us as we explore a wide range of topics, including understanding concentrated equity positions, risk management techniques and tax planning strategies. We will also discuss liquidity solutions and charitable strategies.
Wealth Planning with Louis Green
Welcome to "Wealth Planning" the podcast dedicated to helping you navigate the world of wealth planning. Join us as we dive into the strategies necessary to build and preserve wealth. In each episode, Louis will share his knowledge on a wide range of wealth planning topics. From investment strategies and portfolio management to retirement planning, we cover it all. Discover the best practices in wealth planning as we dissect complex concepts and break them down into actionable steps. "Wealth Planning" goes beyond the numbers and charts. We explore the emotional aspects of wealth, addressing topics such as goal setting, and overcoming financial obstacles. Each episode is designed to be engaging, informative, and thought-provoking. Subscribe to "Wealth Planning" and embark on a journey towards financial independence.
