Should You Sell Your Company Stock Before Retirement?
In this episode of the Retire Early Podcast, financial advisors Sam Benson & Linwood Fraher of Martin Wealth Solutions discuss a situation many long-time employees eventually face: having a large portion of their retirement savings tied up in company stock.
Sam and Linwood explain the risks of being overly concentrated in a single investment—even if it's the company you've worked for and believe in. They discuss diversification, tax considerations, emotional attachment to employer stock, and strategies for reducing concentration risk without derailing your long-term retirement plan.
Whether…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.