Episode 148 cover photo

What’s On My Mind – Episode 148 – “Creating a decision framework for concentrated stock positions”

Do you own concentrated stock in a publicly traded company?

Have you wondered how to handle your stock ownership in the company where you work?

Do you have a decision-making framework for how to handle your stock?

Learn more about creating a mental framework for managing concentrated stock by watching below or click here to watch on YouTube.

Thank you for watching and I hope you have a blessed day!

– Kaleb Paddock, CFP®

You can learn more about Ten Talents and Kaleb, a financial advisor based in Parker, Colorado, by clicking here.

Kaleb can be reached at (303) 961-4397 or kaleb@tentalentsfp.com.

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