Scott and James discuss how much company stock ownership is too much.

Planning Points Discussed

• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Listener Question:

I'm a manager at a blue chip company and they offer up to 20% of their stock in your 401K.

Right now I have 8% of my 401K invested in company stock with the rest in target date funds. I'm wondering your thoughts on if 8% is too much or too little. I have another IRA with good mutual funds and a personal brokerage account where I pick my own stocks. Just wanted to add that in so you didn't think that this 401K is my only savings for retirement.

Timestamps:

4:28 - Rules of Thumb

9:32 - Casting A Wide Net

13:47 - Risk v. Return

17:12 - Company Stock Summary

18:44 - Aligning Your Financial Goals With Your Life

LET'S CONNECT!

James

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Scott

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