Is it Bad That 33% of My Portfolio is in My Company?

Is 33% of my portfolio in my company’s stock too much? I’m getting discounted options. We’re answering YOUR questions on the Get Ready for the Future Show! My wife and I have a couple of investments, but no Roth dollars - do we do conversions or are there other options? At 39, do I have too much money invested in my HSA? How do I minimize the tax impact of my inherited IRA? If you would like a question answered on the show, call 501.381.5228 and leave a voicemail! Or send your question to [email protected]! Originally aired 10/25/2023