Concentrated Stock Wealth with Mark Shone

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!
You can learn more about Mark at ShoneAssetMgmt.com, Twitter, Facebook, YouTube and LinkedIn.
We’re honored to have been named one of the top podcasts from investing!
We’re on YouTube, check us out!
George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019!
Have George speak to your organization.
You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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!

You can learn more about Mark at ShoneAssetMgmt.com, Twitter, Facebook, YouTube and LinkedIn.

We’re honored to have been named one of the top podcasts from investing!

We’re on YouTube, check us out!

George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019!

Have George speak to your organization.

You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.