Wealth

Polaris Greystone

What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date? This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world. For more information visit our website at polarisgreystone.com or reach out to us at podcast@polarisgreystone.com. Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed...

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Wealth

Episodes (7)

Jul 13, 2018 Highly Appreciated Concentrated Stock Positions
Jun 18, 2018 Financial Planning: How does is it all work?
Jun 5, 2018 Bulls, Bears, and the other cliches you thought you knew - whats the deal?

Wealth

Jul 13, 2018
31½ minutes
33 MB

Call it a genuine "first world problem"... You've managed your career, or your stock buying decisions perfectly and you're the proud owner of a very large investment position... If you decide to sell it, there will be a very large tax bill, right? As you might guess, there are a variety of ways to manage this situation. Jeff and I discuss this on today's podcast. Send topic suggestions or questions to podcast@polarisgreystone.com. After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can...

Wealth

Highly Appreciated Concentrated Stock Positions

Polaris Greystone

00:00 -30:37