From Concentration to Confidence: Three Lessons for Protecting Your Retirement

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You’ve worked hard, saved diligently, and maybe built up more in company stock than you should. What happens if the stock you’ve relied on takes a dive right before you retire? In this episode, Rob shares the real-life story of a client who faced that exact challenge, and how three lessons turned a potential financial disaster into early retirement with peace of mind.

Here’s what we discuss in this episode:
📊 Diversify to avoid concentration risk
✅ Know when you’ve “made it”
🔄 Planning is an ongoing process
🏥 Life changes demand financial adjustments
🛡️ Protect your retirement from unnecessary risk

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