Don’t Live with the Regret of Holding Concentrated Company Stock

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Show Notes
“I should have done something about it sooner.”
Have you ever poured your heart and soul into a professional pursuit only to see it unravel before your eyes?
You’re not alone.
If you’re betting on stock options, RSUs, or your 401k to build your legacy, then come with me as we explore the highs of potential paydays and the lows of unexpected Black
Swan events and Murphy’s Law.
This week, I’m talking about what it means to make a big bet in your career, the thrill of chasing after a dream, and the harsh realities of holding onto your company stock.
So, tune in to learn why it’s crucial not to put all your eggs in one company stock basket and what you can do about it instead.
Whether you’ve faced disappointment or are riding the wave of success, this episode is a must-listen for anyone who’s ever bet big on their job to lead them to financial independence.
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Peter Donisanu, ChFC®, AIF®
Peter Donisanu, ChFC®, AIF®, is Chief Wealth & Tax Strategist at Franklin Madison Private Wealth and previously served as a senior investment strategy analyst at Wells Fargo Investment Institute, where he contributed to portfolio guidance for institutional and private wealth clients. He works with high-net-worth retirees and pre-retirees on retirement planning, tax-aware wealth strategies, equity compensation, and sudden wealth preservation, helping clients approach major financial decisions with clarity, confidence, and peace of mind.



