If stock-based compensation is a major part of your wealth portfolio, down markets can be stressful. In this episode, Jessica Gibbs, CFP® and Emily M. Harper, CFP®, break down how to approach equity compensation, even when the markets are rocky. From tax planning to direct indexing and long-term diversification, they explore some ideas that can potentially reduce risk and create opportunities.
Many people wonder: is life insurance a problem in search of a solution, or a solution in search of a problem?
The thing is, life insurance can be very beneficial when done right… so let’s get down to it.
In episode 8, insurance expert Matthew Friedson from Greenberg Wexler & Eig joins Monument Wealth Management’s “Off the Wall” Podcast to share a wealth of insightful tips based on 15 years experience in the industry and answer questions like:
– What are the top things you need to ask or be aware of before buying a life insurance policy?
– What should you being doing with a policy you already own?
– How would a change in estate tax law impact life insurance strategies?
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
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