Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
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:
đź“Š 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
Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do
Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking
Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
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