Concentrated Stock Wealth with Mark Shone

August 30, 2020

On this show, we talked about concentrated stock wealth, how options work, how to successfully manage them, how to do planning if the majority of your wealth is the stock of a private company with Mark Shone, CFP and President of Shone Wealth Management.  Listen to learn how you should be thinking about your stock options! 

For the Difference Making Tip, scan ahead to 19:29!

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