Is it Bad That 33% of My Portfolio is in My Company?

Is 33% of my portfolio in my company's stock too much? I'm getting discounted options.

We're answering YOUR questions on the Get Ready for the Future Show!

My wife and I have a couple of investments, but no Roth dollars - do we do conversions or are there other options? At 39, do I have too much money invested in my HSA? How do I minimize the tax impact of my inherited IRA?

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Originally aired 10/25/2023