What a First Meeting with a Financial Advisor Should Look Like
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A strong market can create a new problem. A single stock or ETF grows to represent a large portion of your net worth. Now you face a difficult tradeoff: diversify and trigger a large tax bill, or hold the position and ac...
How to Diversify Concentrated Stock Without a Big Tax Bill is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®. A strong market can create a new problem. A single stock or ETF grows to represent a large portio...
This episode belongs to Retire Smarter.
Use the player on this page to stream the episode online.
Published Mar 12, 2026, 18:43 long, audio available.
Apr 30, 2026 - 19:43
Apr 23, 2026 - 22:39
Apr 16, 2026 - 22:46
You can listen to How to Diversify Concentrated Stock Without a Big Tax Bill online on Radio and Podcast. Open the player on this page to stream the available audio.
How to Diversify Concentrated Stock Without a Big Tax Bill is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®.
This episode is 18:43 long.
This episode was published on Mar 12, 2026.
Apr 9, 2026 - 22:29
Mar 26, 2026 - 19:41
Mar 19, 2026 - 20:22
Mar 5, 2026 - 20:56