Katrina (caller)
Caller and podcast guest from Long Island seeking a financial 'gut check' about her family's investments and tax strategy, notably discussing a concentrated company stock position and retirement planning.
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Mar 20, 2026 • 29min
Too Much in a Single Stock?
Katrina, a Long Island caller balancing family life and retirement planning, asks for a financial gut check. She discusses a $1.3M concentrated company stock position, tax worries about selling appreciated shares, and whether their savings and new job pay mix will keep them on track. The conversation covers diversification strategy, Roth vs traditional contributions, college 529 shortfalls, insurance, and estate planning.
