Welcome to this weeks edition of Wisdom Wealth! I delve into the importance of reviewing stock option plans within your portfolio. Due to familiarity and comfort, there is this tendency for individuals to have a centralized position in their own company's stock. I emphasizes the need to consider the risks associated with such concentration and assess your beliefs and investment strategy. Creating a family investment statement can be a great first step to gain the accountability necessary to navigate market volatility. Thank you for listening!

As always we are wishing you continued Truth, Beauty and Goodness on the road ahead.

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Show Notes:

• I emphasizes the need to assess the risks associated with holding a concentrated position in one's own company's stock within investment portfolios.
• I encourage listeners to consider their comfort levels, beliefs, and investment strategies in relation to their stock options and overall portfolio.
• Creating a family investment statement is highlighted as a powerful tool for accountability and navigating market volatility.
• I discusse the psychological aspect of investing and the dangers of being influenced by fear, greed, and external opinions.
• I caution listeners to avoid chasing unrealistic returns and instead focus on long-term sustainability and alignment with personal values.

Music by bensound.com