S1E5 - Hold and Hope" Isn't a Strategy: When Concentrated Company Stock Becomes Your Biggest Risk

The Executive Financial Planning Podcast · Aug 3, 2026 · 11m

Your financial advisor told you to diversify. You nodded — and did nothing. And every year the stock went up, that inertia felt more justified. But "hold and hope" isn't a strategy, and neither is "just sell it." If you're sitting on a large position in your company's stock, this is the conversation your advisor should be having with you. This is Episode 5 of our series: 10 Ways Your Advisor Is Losing You Thousands.