Archive FM

Aligned Money Show

12: Concentrated Stock Positions with Matt Benson

We focused on concentrated stock options, the important planning considerations that go along with them, being mindful of taxes, and how to create a plan for the long-term, with Matt Benson, CFP, and Owner of Sonmore Financial.        Listen to hear a difference-making tip on the importance of reviewing and rebalancing your investments! You can learn more about Matt at SonmoreFinancial.com, Facebook, YouTube, X, and LinkedIn. Did you get anything out of this episode? Do us a solid and leave a review: ​​https://ratethispodcast.com/lifebloodpodcast Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podc...
Broadcast on:
30 Jan 2024

We focused on concentrated stock options, the important planning considerations that go along with them, being mindful of taxes, and how to create a plan for the long-term, with Matt Benson, CFP, and Owner of Sonmore Financial.        Listen to hear a difference-making tip on the importance of reviewing and rebalancing your investments! You can learn more about Matt at SonmoreFinancial.com, Facebook, YouTube, X, and LinkedIn. Did you get anything out of this episode? Do us a solid and leave a review: ​​https://ratethispodcast.com/lifebloodpodcast Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podc...