The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying 1 Episode of The Scholar Wealth Podcast with the tag “company stock diversification”.
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Episode 16: Big Money Moves: Diversifying, Funding Kids’ Futures, and Buying Abroad
August 4th, 2025 | 18 mins 52 secs
10b5-1 plan, 529 plan funding, charitable remainder trust, company stock diversification, financial literacy, international property purchase, tax planning
In this episode, we answer listener questions about diversifying concentrated company stock with a 10b5-1 plan, avoiding overfunding 529 plans, and the key considerations before buying a second home abroad. Plus, our Term of the Day breaks down Charitable Remainder Trusts (CRTs) in plain English.