Managing Concentrated Stock Positions (with Ben Lake, CFA®, CFP®)

In this episode, I'm joined by Benjamin Lake, an advisor at Composition Wealth. If you own a significant amount of stock from your employer or have a concentrated investment, this episode is for you. We break down:

• The importance of having a clear financial plan
• Options-based strategies (like covered calls and collars)
• Charitable strategies to reduce capital gains taxes
• Direct indexing and long-short strategies for tax efficiency
• Exchange funds and Opportunity Zone funds as diversification tools

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✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.